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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2016-11-16
  • FL RA
    APPROVED
    Since 2016-11-16

Branch Locations

480 N Orlando Ave Ste 236-A, Winter Park, FL 32789 • United States

Winter Park, FL • 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 Winter Park FL 03/2000 Present
Pfs Investments Inc Winter Park FL 04/2004 Present
  • 03/2000 → Present
    Primerica Financial Services
    Winter Park, FL
  • 04/2004 → Present
    Winter Park, FL
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. A&A Freeland LLC, investment related, Orlando, FL 32828, Primerica business purposes, Owner, 12/30/2022 TO PRESENT,180 hours per month, 160 hours during securities trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-10-26
S63 Uniform Securities Agent State Law Examination 2001-10-09
  • S65 Uniform Investment Adviser Law Examination
    2016-10-26
  • S63 Uniform Securities Agent State Law Examination
    2001-10-09

View on SEC IAPD

Other Firms

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