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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-09-19
  • FL RA
    APPROVED
    Since 2024-09-19

Branch Locations

25 Nashua Rd Bldg F Ste 2D, Londonderry, NH 03053 • United States

8191 College Pkwy Ste 305, Ft Myers, FL 33919 • United States

Disclosures

2 disclosure categories 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 No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Primerica Financial Services Ft Myers FL 07/2009 Present
Pfs Investments Ft Myers FL 01/2022 Present
D Nelsons Auto Service Llc Hooksett NH 01/2011 08/2024
The Professional Mechanic Lehigh Acres FL 10/2024 10/2025
Legendary Automotive Ft Myers FL 09/2025 10/2025
Kia Of Fort Myers Ft Myers FL 11/2025 06/2026
239 Mechanics Cape Coral FL 06/2025 Present
  • 07/2009 → Present
    Primerica Financial Services
    Ft Myers, FL
  • 01/2022 → Present
    Pfs Investments
    Ft Myers, FL
  • 01/2011 → 08/2024
    D Nelsons Auto Service Llc
    Hooksett, NH
  • 10/2024 → 10/2025
    The Professional Mechanic
    Lehigh Acres, FL
  • 09/2025 → 10/2025
    Legendary Automotive
    Ft Myers, FL
  • 11/2025 → 06/2026
    Kia Of Fort Myers
    Ft Myers, FL
  • 06/2025 → Present
    239 Mechanics
    Cape Coral, 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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-09
S63 Uniform Securities Agent State Law Examination 2022-06-04
  • S65 Uniform Investment Adviser Law Examination
    2023-09-09
  • S63 Uniform Securities Agent State Law Examination
    2022-06-04

View on SEC IAPD

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