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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-05-17
  • MA RA
    APPROVED
    Since 2022-05-17

Branch Locations

1643 Nashville Pike Suite 200, Gallatin, TN 37066 • United States

88 E Grove St Unit 4, Middleboro, MA 02346 • 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 Middleboro MA 03/2001 Present
Pfs Investments Inc. Middleboro MA 04/2002 Present
Robert Half Int. Inc. Syracuse NY 11/2018 08/2019
High Point Treatment Center Inc. New Bedford MA 05/2022 06/2022
Bally's Corporation Providence RI 09/2022 09/2022
Robert Half (Ar-Global) Menlo Park CA 01/2023 Present
Arc Advisory Services, Llc. Middletown RI 01/2024 05/2025
Oyster Harbors Marine Osterville MA 08/2026 Present
  • 03/2001 → Present
    Primerica Financial Services
    Middleboro, MA
  • 04/2002 → Present
    Middleboro, MA
  • 11/2018 → 08/2019
    Robert Half Int. Inc.
    Syracuse, NY
  • 05/2022 → 06/2022
    High Point Treatment Center Inc.
    New Bedford, MA
  • 09/2022 → 09/2022
    Bally's Corporation
    Providence, RI
  • 01/2023 → Present
    Robert Half (Ar-Global)
    Menlo Park, CA
  • 01/2024 → 05/2025
    Arc Advisory Services, Llc.
    Middletown, RI
  • 08/2026 → Present
    Oyster Harbors Marine
    Osterville , MA
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 2021-12-11
S63 Uniform Securities Agent State Law Examination 2002-09-27
  • S65 Uniform Investment Adviser Law Examination
    2021-12-11
  • S63 Uniform Securities Agent State Law Examination
    2002-09-27
Other Names
  • Colin Ormond Mcclean

View on SEC IAPD

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