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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WY RA APPROVED 2020-11-05
  • WY RA
    APPROVED
    Since 2020-11-05

Branch Locations

341 East E Street Suite 100-A, Casper, WY 82601 • United States

Casper, WY • 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
Pfs Investments Inc. Casper WY 04/1998 Present
Primerica Financial Services Casper WY 03/1998 Present
Hsbald Enterprises Inc Temecula CA 01/2017 04/2017
  • 04/1998 → Present
    Casper, WY
  • 03/1998 → Present
    Primerica Financial Services
    Casper, WY
  • 01/2017 → 04/2017
    Hsbald Enterprises Inc
    Temecula, CA
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 2012-11-15
S63 Uniform Securities Agent State Law Examination 1998-06-09
  • S65 Uniform Investment Adviser Law Examination
    2012-11-15
  • S63 Uniform Securities Agent State Law Examination
    1998-06-09

View on SEC IAPD

Other Firms

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