Kevin Washington

Employer firm

Pfs Investments Inc. CRD 10111

$15.5B regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Pfs Investments Inc.

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

Current Registrations

Authority	Category	Status	Date
DE	RA	APPROVED	2023-09-18

DE RA
APPROVED

Since 2023-09-18

Branch Locations

1220 Peoples Plaza Ste B, Newark, DE 19702 • United States

Bear, DE • 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 Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Primerica Financial Services	Newark	DE	01/1998	Present
Pfs Investments Inc.	Newark	DE	03/1998	Present

01/1998 → Present

Primerica Financial Services

Newark, DE
03/1998 → Present

Pfs Investments Inc.

Newark, DE

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

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-08-10
S63	Uniform Securities Agent State Law Examination	1998-07-31

S65 Uniform Investment Adviser Law Examination

2023-08-10
S63 Uniform Securities Agent State Law Examination

1998-07-31

View on SEC IAPD