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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-09-21
  • OH RA
    APPROVED
    Since 2025-09-21

Branch Locations

9918 Carver Road Suite 110, Cincinnati, OH 45242 • 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 Cincinnati OH 08/2022 Present
Pfs Investments Inc. Cincinnati OH 03/2023 Present
Trane Columbus OH 01/2021 01/2023
Unemployed Columbus OH 12/2020 01/2021
The Ohio State University Columbus OH 08/2016 12/2020
Cteam Cincinnati OH 01/2023 Present
  • 08/2022 → Present
    Primerica Financial Services
    Cincinnati, OH
  • 03/2023 → Present
    Cincinnati, OH
  • 01/2021 → 01/2023
    Trane
    Columbus, OH
  • 12/2020 → 01/2021
    Unemployed
    Columbus, OH
  • 08/2016 → 12/2020
    The Ohio State University
    Columbus, OH
  • 01/2023 → Present
    Cteam
    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. 1191 Swann Beatty Rd LLC, not investment related. address: Mason, Ohio; Partner; start date: 12/9/2013 to present; total hours/month: 1 hour. total hours/month during securities trading hours: 0 hours. 1335 Swann Beatty Rd LLC, not investment related; Mason, Ohio; Partner; start date: 12/9/2013 to present; total hours/month: 1 hour. total hours/month during securities trading hours: 0 hours. 1200 Swann Beatty Rd LLC, not investment related; Mason, Ohio; Partner; start date: 12/9/2013 to present; total hours/month: 1 hour. total hours/month during securities trading hours: 0 hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-09
S63 Uniform Securities Agent State Law Examination 2023-11-08
  • S65 Uniform Investment Adviser Law Examination
    2025-09-09
  • S63 Uniform Securities Agent State Law Examination
    2023-11-08
Other Names
  • Tara Koob

View on SEC IAPD

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