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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-04-06
FL RA APPROVED 2017-04-12
  • TX RA
    APPROVED_RES
    Since 2026-04-06
  • FL RA
    APPROVED
    Since 2017-04-12

Branch Locations

7501 Wiles Rd Ste 205-C, Coral Springs, FL 33067 • United States

Plantation, FL • 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
OrganizationCityStateFromTo
Primerica Financial Services Coral Springs FL 10/1996 Present
Pfs Investments Inc. Coral Springs FL 09/1997 Present
  • 10/1996 → Present
    Primerica Financial Services
    Coral Springs, FL
  • 09/1997 → Present
    Coral Springs, 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. Friderich & Associates Inc., Investment Related, Plantation, FL, 33324, Primerica Business Purposes, Owner, 04/2008 to Present, 160 hours per month (160 hours per month during securities trading hours), Legal entity formed solely for Primerica business. Casamar Commercial Group, LLC., Not investment related, Pompano Beach, FL 33062, Nature of Business: New construction commercial property to be rented out to a restaurant, Manager/Member/Ownership, 0 hours committed per month (0 hours during securities trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-03-22
S63 Uniform Securities Agent State Law Examination 1997-12-12
  • S65 Uniform Investment Adviser Law Examination
    2017-03-22
  • S63 Uniform Securities Agent State Law Examination
    1997-12-12

View on SEC IAPD

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