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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2013-11-18
  • MN RA
    APPROVED
    Since 2013-11-18

Branch Locations

411 28Th Ave S, Waite Park, MN 56387 • United States

Avon, MN • 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. Waite Park MN 01/1988 Present
Primerica Financial Services Waite Park MN 02/1991 Present
  • 01/1988 → Present
    Waite Park, MN
  • 02/1991 → Present
    Primerica Financial Services
    Waite Park, MN
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. KMA, investment related, 16076 Norway Rd. Avon, MN, 56310, primerica business purposes, owner, 07/1997 to present, 160 hours per month 140 hours per month during securities trading hours, legal entity formed solely for primerica business.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-03-30
S63 Uniform Securities Agent State Law Examination 1988-02-08
  • S65 Uniform Investment Adviser Law Examination
    2011-03-30
  • S63 Uniform Securities Agent State Law Examination
    1988-02-08

View on SEC IAPD

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