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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-05-20
  • PA RA
    APPROVED
    Since 2024-05-20

Branch Locations

1010 12Th St Ste 3-D, Altoona, PA 16601 • United States

Altoona, PA • 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 Altoona PA 05/1999 Present
Pfs Investments Inc. Altoona PA 10/1999 Present
  • 05/1999 → Present
    Primerica Financial Services
    Altoona, PA
  • 10/1999 → Present
    Altoona, PA
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 2024-05-09
S63 Uniform Securities Agent State Law Examination 1999-11-23
  • S65 Uniform Investment Adviser Law Examination
    2024-05-09
  • S63 Uniform Securities Agent State Law Examination
    1999-11-23

View on SEC IAPD

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