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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-10-10
WA RA APPROVED 2017-06-28
  • TX RA
    APPROVED_RES
    Since 2025-10-10
  • WA RA
    APPROVED
    Since 2017-06-28

Branch Locations

7025 27Th Street W Suite #7A, University Place, WA 98466 • 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 University Place WA 02/1987 Present
Pfs Investments Inc. University Place WA 02/1993 Present
  • 02/1987 → Present
    Primerica Financial Services
    University Place, WA
  • 02/1993 → Present
    University Place, WA
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 2017-05-24
S63 Uniform Securities Agent State Law Examination 1988-07-22
  • S65 Uniform Investment Adviser Law Examination
    2017-05-24
  • S63 Uniform Securities Agent State Law Examination
    1988-07-22

View on SEC IAPD

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