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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 2019-07-12
PA RA APPROVED 2012-12-10
  • TX RA
    APPROVED_RES
    Since 2019-07-12
  • PA RA
    APPROVED
    Since 2012-12-10

Branch Locations

1372 S Atherton St, State College, PA 16801 • United States

State College, 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 State College PA 06/1999 Present
Pfs Investments Inc State College PA 10/1999 Present
State College Area School District State College PA 01/2023 Present
  • 06/1999 → Present
    Primerica Financial Services
    State College, PA
  • 10/1999 → Present
    State College, PA
  • 01/2023 → Present
    State College Area School District
    State College, 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. 08/2015 to Present Singer in a Group/Band named Rama Lama Ashland Knox, Assistant, 07/2020 to Present, Tourist Rental Property and Outside Sporting Events, State College, PA 16801, Non-Investment Related, 10 Hours Per Month (8 Hours During Securities Trading Hours)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-11-27
S63 Uniform Securities Agent State Law Examination 2000-02-14
  • S65 Uniform Investment Adviser Law Examination
    2012-11-27
  • S63 Uniform Securities Agent State Law Examination
    2000-02-14

View on SEC IAPD

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