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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2015-07-10
  • OH RA
    APPROVED
    Since 2015-07-10

Branch Locations

17200 Pearl Rd. Ste 200-C, Strongsville, OH 44136 • 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
North Royalton City Schools North Royalton OH 07/1990 08/2017
Pfs Investments, Inc Strongsville OH 08/2006 Present
Primerica Financial Services Strongsville OH 08/2005 Present
  • 07/1990 → 08/2017
    North Royalton City Schools
    North Royalton, OH
  • 08/2006 → Present
    Strongsville, OH
  • 08/2005 → Present
    Primerica Financial Services
    Strongsville, 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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-04-02
  • S65 Uniform Investment Adviser Law Examination
    2015-04-02

View on SEC IAPD

Other Firms

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