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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-01-17
  • OR RA
    APPROVED
    Since 2025-01-17

Branch Locations

1000 Willagillespie Rd Ste 100-A, Eugene, OR 97401 • United States

Eugene, OR • 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 Eugene OR 04/2001 Present
Pfs Investments Inc Eugene OR 04/2011 02/2017
Capital Financial Services, Inc Minot ND 03/2017 02/2018
Legacy Financial Services Eugene OR 03/2017 02/2018
Pfs Investments Inc. Eugene OR 04/2018 Present
  • 04/2001 → Present
    Primerica Financial Services
    Eugene, OR
  • 04/2011 → 02/2017
    Eugene, OR
  • 03/2017 → 02/2018
    Capital Financial Services, Inc
    Minot, ND
  • 03/2017 → 02/2018
    Legacy Financial Services
    Eugene, OR
  • 04/2018 → Present
    Eugene, OR
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. Sweet Endeavors, Inc., (Non-operational), Not investment related, Eugene, OR, Owner, 01/2024 to Present, 0 hours committed per month (0 hours during securities trading hours). Rental Property, Owner, 07/2001 to Present, 1320 Menlo Loop, Springfield, OR, 1 hour committed per month (0 hours during securities trading hours). Oh My Mini Donuts, Not investment related, Eugene, OR, Owner, 10/2024 to Present, 15 hours committed per month (0 hours during securities trading hours). Sweet Bay Shave Ice, LLC., Not investment related, Eugene, OR, Owner, 01/2024 to Present, 3 hours committed per month (0 hours during securities trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-01-29
S63 Uniform Securities Agent State Law Examination 2002-11-04
  • S65 Uniform Investment Adviser Law Examination
    2018-01-29
  • S63 Uniform Securities Agent State Law Examination
    2002-11-04
Other Names
  • Kelly Rae Langenberg

View on SEC IAPD

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