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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-01-13
  • MI RA
    APPROVED
    Since 2026-01-13

Branch Locations

8468 M 119 Suite 19A, Harbor Springs, MI 49740 • United States

Brutus, MI • 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 Harbor Springs MI 04/2001 Present
Pfs Investments Inc Harbor Springs MI 09/2001 Present
Pellston High School Pellston MI 06/2014 05/2021
Char-Em Intermediate School District Charlevoix MI 01/2021 Present
  • 04/2001 → Present
    Primerica Financial Services
    Harbor Springs, MI
  • 09/2001 → Present
    Harbor Springs, MI
  • 06/2014 → 05/2021
    Pellston High School
    Pellston, MI
  • 01/2021 → Present
    Char-Em Intermediate School District
    Charlevoix, MI
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 2025-12-27
S63 Uniform Securities Agent State Law Examination 2001-12-05
  • S65 Uniform Investment Adviser Law Examination
    2025-12-27
  • S63 Uniform Securities Agent State Law Examination
    2001-12-05

View on SEC IAPD

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