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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2019-04-29
  • MA RA
    APPROVED
    Since 2019-04-29

Branch Locations

325 Broadway Wyoma Sq, Lynn, MA 01904 • United States

Lynn, MA • 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 Lynn MA 12/1995 Present
Pfs Investments Inc Lynn MA 01/2009 Present
Mass Coalition Of Homeless St. Lynn MA 09/2018 03/2022
  • 12/1995 → Present
    Primerica Financial Services
    Lynn, MA
  • 01/2009 → Present
    Lynn, MA
  • 09/2018 → 03/2022
    Mass Coalition Of Homeless
    St. Lynn, MA
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 2019-01-29
S63 Uniform Securities Agent State Law Examination 1996-10-03
  • S65 Uniform Investment Adviser Law Examination
    2019-01-29
  • S63 Uniform Securities Agent State Law Examination
    1996-10-03
Other Names
  • Scott Brogan

View on SEC IAPD

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