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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2012-02-10
  • LA RA
    APPROVED
    Since 2012-02-10

Branch Locations

Zachary, LA • United States

700 N 10Th Street Ste 500-B, Baton Rouge, LA 70802 • 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 Baton Rouge LA 05/2003 Present
Pfs Investments Inc. Baton Rouge LA 12/2003 Present
Atlas Austin TX 01/2021 01/2021
  • 05/2003 → Present
    Primerica Financial Services
    Baton Rouge, LA
  • 12/2003 → Present
    Baton Rouge, LA
  • 01/2021 → 01/2021
    Atlas
    Austin, TX
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. The Harmony Center, Inc. (non-profit) - president/director - nature of business: group homes for at risk youth - non-investment related - Baton Rouge, la # of hours per month: 1 Bentbart Tower, LLC - agent/member - nature of business: no longer operational - investment-related - 9/2019 to present - Baton Rouge, la - # of hours per month: 0 Bentbart II, LLC - agent/member - nature of business: owns commercial building/rental property - investment related - 9/2019 to present - Baton Rouge, la - # of hours per month: 0 The O.W. Dillon training and community development center, inc. (non-profit) - agent/director - nature of business owns commercial building/community center - 7/2020 to present - non-investment related - Baton Rouge, la - # of hours per month: 3 (3 during securities trading hours) Collis Temple III, Inc. - President/Director/Agent - Nature of Business: Primerica business purposes - 10/2017 to Present - Investment Related - Baton Rouge, LA - # of hours per month: 160 (140 during securities trading hours) Eagle Eye Management, LLC - Manager - nature of business: holding company for interest in fun and food, LLC - non-investment related - 12/2019 to Present - Baton Rouge, la - # of hours per month: 0 Love Alive Church, Inc. (non-profit) - Trustee - Nature of Business: no longer operational - 3/2014 to present - non-investment related - Baton Rouge, la - # of hours per month: 0 Benton Principal Group, LLC - member - nature of business: holding company - majority ownership interest in E.P. Breaux - non-investment related - 6/2020 to present - Baton Rouge, la - # of hours per month: 40 (20 during securities trading hours) Bridging the Gap Solution, LLC - member - nature of business: construction of roads & bridges - 11/2019 to Present - non-investment related - Baton Rouge, la - # of hours per month: 0 Camelia Street, LLC - Member - nature of business: holding company for estate planning purposes - 9/2017 to present - non-investment related - Baton Rouge, la - # of hours per month: 0 Crescent City Gates Fund, LP - limited partner - nature of business: no longer operational - 1/2008 to present - investment related - Baton Rouge, la - # of hours per month: 0 Temple Life Publishing - Owner - nature of business: business for income generated from sale of book - 1/2016 to Present - non Temple Trucking, LLC (FKA United Truck Hauling, LLC), Owner, 11/2016 to present, non-operational; entity active with Louisiana Secretary of State, Zachary, LA 70791, Not investment related, 0 Hours Per Month (0 Hours Per Month During Securities Trading Hours).

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-12-04
  • S63 Uniform Securities Agent State Law Examination
    2008-12-04

View on SEC IAPD

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