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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2012-08-03
  • IN RA
    APPROVED
    Since 2012-08-03

Branch Locations

802 Mulberry St Ste Db02, Noblesville, IN 46060 • United States

Noblesville, IN • 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 Noblesville IN 09/2002 Present
Pfs Investments Inc. Noblesville IN 07/2003 Present
  • 09/2002 → Present
    Primerica Financial Services
    Noblesville, IN
  • 07/2003 → Present
    Noblesville, 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. Patrick Moor, Not Investment Related, 1704 Mulberry Cir. Noblesville, IN 46062, Self-Employed online seller, October 2020 to Present, 2 hours per month (0 hours per month during securities trading hours) Sells items online through eBay.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-07-19
S63 Uniform Securities Agent State Law Examination 2003-08-06
  • S65 Uniform Investment Adviser Law Examination
    2012-07-19
  • S63 Uniform Securities Agent State Law Examination
    2003-08-06
Designations

View on SEC IAPD

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