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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-09-25
  • FL RA
    APPROVED
    Since 2020-09-25

Branch Locations

111 Bailey Dr Suite 1A, Niceville, FL 32578 • United States

Santa Rosa Beach, FL • 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 Niceville FL 08/1999 Present
Primerica Financial Services Niceville FL 08/1999 Present
  • 08/1999 → Present
    Niceville, FL
  • 08/1999 → Present
    Primerica Financial Services
    Niceville, 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. Freedom Hierarchy, LLC, Investment related, Inlet Beach, FL 32461, Primerica business purposes, Owner/Member, 02/20/2018 to Present, 0 hours per month (0 hours per month during securities trading hours), Legal entity formed solely for Primerica business purposes. Gus in the Kitchen, Content Creator, 06/2021 to Present, Social Media, Santa Rosa, FL 32459, Non-Investment Related, 4 hours per month (0 hours during securities trading hours) Gus Food & Travel, Content Creator, 02/2026 to Present, Social Media, Santa Rosa, FL 32459, Non-Investment Related, 4 hours per month (0 hours during securities trading hours)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-05-25
S63 Uniform Securities Agent State Law Examination 2006-08-10
  • S65 Uniform Investment Adviser Law Examination
    2012-05-25
  • S63 Uniform Securities Agent State Law Examination
    2006-08-10

View on SEC IAPD

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