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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-10-03
  • PA RA
    APPROVED
    Since 2023-10-03

Branch Locations

314 W Broad St Ste 121, Quakertown, PA 18951 • 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
Mary Jo Webb Cpa Quakertown PA 01/2003 12/2016
Pfs Investments Inc. Quakertown PA 08/2022 Present
Primerica Financial Services Quakertown PA 06/1996 Present
  • 01/2003 → 12/2016
    Mary Jo Webb Cpa
    Quakertown, PA
  • 08/2022 → Present
    Quakertown, PA
  • 06/1996 → Present
    Primerica Financial Services
    Quakertown, PA
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. Quakertown Tax Services Inc., Not Investment Related, Quakertown Pa 18951, Tax and Bookkeeping Services, Owner, 03/2017 To Present, 200 Hours Per Month from February-April and 20 Hours Per Month the Rest of The Year (100 Hours Per Month During Securities Trading Hours from February-April and 15 Hours Per Month During Trading Hours the Rest of the Year). Riley Auto Inc., Not investment related, Hatfield, PA 19440, Nature of Business: Auto repair shop, Position/Title: Owner, 10 hours committed per month (0 hours during securities trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-18
S63 Uniform Securities Agent State Law Examination 2022-09-23
  • S65 Uniform Investment Adviser Law Examination
    2023-09-18
  • S63 Uniform Securities Agent State Law Examination
    2022-09-23
Other Names
  • Mary Jo Anne Webb
  • Maryjo Anne Webb

View on SEC IAPD

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