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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-02-04
PR RA APPROVED 2012-03-28
  • TX RA
    APPROVED_RES
    Since 2019-02-04
  • PR RA
    APPROVED
    Since 2012-03-28

Branch Locations

Urb Villa Clementina D2 Altos Camino Alejandrino, Guaynabo, PR 00969 • United States

Trujillo Alto, PR • 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 Guaynabo PR 07/1995 Present
Pfs Investments Inc Guaynabo PR 09/1999 Present
  • 07/1995 → Present
    Primerica Financial Services
    Guaynabo, PR
  • 09/1999 → Present
    Guaynabo, PR
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
S63 Uniform Securities Agent State Law Examination 2019-08-07
S65 Uniform Investment Adviser Law Examination 2012-03-16
  • S63 Uniform Securities Agent State Law Examination
    2019-08-07
  • S65 Uniform Investment Adviser Law Examination
    2012-03-16

View on SEC IAPD

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