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Current Employers
Pfs Investments Inc.

1 Primerica Parkway, Duluth, GA 30099-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2021-09-28
  • OH RA
    APPROVED
    Since 2021-09-28

Branch Locations

9918 Carver Road Suite 110, Cincinnati, OH 45242 • United States

Mason, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pfs Investments Inc. Cincinnati OH 12/1983 Present
Elizabeth S Koob Trust (Rental Properties) Mason OH 01/1997 Present
Primerica Financial Services Cincinnati OH 06/1983 Present
  • 12/1983 → Present
    Cincinnati, OH
  • 01/1997 → Present
    Elizabeth S Koob Trust (Rental Properties)
    Mason, OH
  • 06/1983 → Present
    Primerica Financial Services
    Cincinnati, OH
Other Businesses

Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. I may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services. Team Unstoppable, Inc., Investment Related, Mason, OH, 45240, Primerica Business Purposes, Owner, 01/2001 to Present, 160 hours per month (160 hours per month during securities trading hours), Legal entity formed solely for Primerica business. 838 Blackfoot Trail, LLC, Agent/Registrant, Owned by Personal Trust, 02/2009 to Present, entity for real estate property, MASON, OH 45240, Investment Related, ZERO Hours Per Month (ZERO Hours Per Month During Securities Trading Hours) 2Acru Properties, LLC (main entity for multiple properties under multiple registered entities), Owned by Personal Trust, 12/21/2015 to Present (Earliest Property Registration Date: 3/02/2005), Real Estate/Rental Properties Holding Company, Mason, OH 45240, Investment Related, ZERO Hours per month, (ZERO hours per month during securities trading hours). Palm House Properties, LLC (main entity for multiple properties under multiple registered entities), Owned by Personal Trusts, 11/2008 to Present (Earliest Property Registration Date: 11/05/2003), Real Estate/Rental Properties Holding Company, Mason, OH 45240, Investment Related, ZERO Hours per month, (ZERO hours per month during securities trading hours).

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1984-02-02
  • S63 Uniform Securities Agent State Law Examination
    1984-02-02

View on SEC IAPD

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