Nathaniel Robert Allen

Current Employers

Pfs Investments Inc.

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

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2016-07-14

UT RA
APPROVED

Since 2016-07-14

Branch Locations

2722 S W Temple St, Salt Lake City, UT 84115 • United States

Lehi, UT • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Primerica Financial Services	Salt Lake City	UT	06/2001	Present
Pfs Investments Inc.	Salt Lake City	UT	07/2001	Present

06/2001 → Present

Primerica Financial Services

Salt Lake City, UT
07/2001 → Present

Pfs Investments Inc.

Salt Lake City, UT

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. Nate Financial Services, LLC, Investment Related, 476 W. 50 N. American Fork, UT, 84003, Primerica Business Purposes, Owner, 03/2016 to Present, 160 hours per month (160 hours per month during securities trading hours), legal entity formed by OSJ solely for Primerica business.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-06-27
S63	Uniform Securities Agent State Law Examination	2001-11-21

S65 Uniform Investment Adviser Law Examination

2016-06-27
S63 Uniform Securities Agent State Law Examination

2001-11-21