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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-03-17
  • OH RA
    APPROVED
    Since 2025-03-17

Branch Locations

438 East Wilson Bridge Rd Ste 100, Worthington, OH 43085 • 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
Primerica Financial Services Worthington OH 05/2022 Present
Pfs Investments Inc. Worthington OH 03/2023 Present
Valdosta State University Valdosta GA 08/2014 05/2019
Financial Education Service Pataskala OH 06/2019 05/2020
Pursuit Packages Groveport OH 05/2020 09/2020
United Insurance Group Pataskala OH 10/2020 05/2022
Ail Miswest Worthington OH 09/2020 10/2020
  • 05/2022 → Present
    Primerica Financial Services
    Worthington, OH
  • 03/2023 → Present
    Worthington, OH
  • 08/2014 → 05/2019
    Valdosta State University
    Valdosta, GA
  • 06/2019 → 05/2020
    Financial Education Service
    Pataskala, OH
  • 05/2020 → 09/2020
    Pursuit Packages
    Groveport, OH
  • 10/2020 → 05/2022
    United Insurance Group
    Pataskala, OH
  • 09/2020 → 10/2020
    Ail Miswest
    Worthington, 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 2025-02-24
S63 Uniform Securities Agent State Law Examination 2023-05-22
  • S65 Uniform Investment Adviser Law Examination
    2025-02-24
  • S63 Uniform Securities Agent State Law Examination
    2023-05-22

View on SEC IAPD

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