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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 2023-02-23
IN RA APPROVED 2017-08-04
  • TX RA
    APPROVED_RES
    Since 2023-02-23
  • IN RA
    APPROVED
    Since 2017-08-04

Branch Locations

Elkhart, IN • United States

107 W Washington St, Goshen, IN 46526 • United States

Disclosures

1 disclosure category 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 Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Primerica Financial Services Goshen IN 02/2002 Present
Pfs Investments Inc Goshen IN 03/2003 Present
Domino'S Pizza Mishawaka IN 12/2016 02/2018
Domino'S Pizza Granger IN 03/2017 02/2018
  • 02/2002 → Present
    Primerica Financial Services
    Goshen, IN
  • 03/2003 → Present
    Goshen, IN
  • 12/2016 → 02/2018
    Domino'S Pizza
    Mishawaka, IN
  • 03/2017 → 02/2018
    Domino'S Pizza
    Granger, IN
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. 1) 12/2017-Present; Uber - Driver; San Francisco, Ca. 2) Certified Signing Agent, Independent Contractor, Non-Investment Related, San Dimas, Ca 91773, 10/2020 To Present, 40 Hours Per Month (20 Hours Per Month During Securities Trading Hours). 3) Self-Employed Notary Public (State Of Indiana), Non Investment Related, Elkhart, In 09/2020 To Present,20 Hours Per Month (20 Hours Per Month During Securities Trading Hours)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-06-21
S63 Uniform Securities Agent State Law Examination 2003-03-26
  • S65 Uniform Investment Adviser Law Examination
    2017-06-21
  • S63 Uniform Securities Agent State Law Examination
    2003-03-26

View on SEC IAPD

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