Best Investors
Account
Sign in
Best Investors
Account
Sign in
1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2022-06-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Billings | MT | 05/2005 | Present |
| Primerica Financial Services | Billings | MT | 02/1991 | Present |
| Pacific Steel And Recycling | Great Falls | MT | 01/2011 | 11/2016 |
| Brothers Fire Llc | Twisp | WA | 08/2017 | Present |
| Brothers Fire Llc | Twisp | WA | 09/2020 | Present |
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. Falling Larch Enterprises LLC, A tree thinning and removal company started 06/2006, owner-president; LOLO MT, non investment related Falling Larch Ent, 07/2020-present , owner- manager, 321 Hidden Valley rd, Florence MT 59833, spends 80 hours per month on oba, spends 4 hours per month on oba during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 1988-03-29 |
Reach out to this advisor