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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2018-04-27
  • GA RA
    APPROVED
    Since 2018-04-27

Branch Locations

735 Chestnut St, Manchester, NH 03104 • United States

1755 N Brown Rd Ste 200, Lawrenceville, GA 30043 • 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 Lawrenceville GA 06/2003 Present
Pfs Investments Inc. Lawrenceville GA 01/2004 Present
  • 06/2003 → Present
    Primerica Financial Services
    Lawrenceville, GA
  • 01/2004 → Present
    Lawrenceville, GA
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. Jeffery Smith, not investment related, 6077 Bluewater Blvd Gainesville, Georgia 30506, Nature of Business: Self Employed Tax Preparation, Position/Title: Tax Preparation, 02/2013 to Present.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-06-12
S63 Uniform Securities Agent State Law Examination 2004-09-23
  • S65 Uniform Investment Adviser Law Examination
    2011-06-12
  • S63 Uniform Securities Agent State Law Examination
    2004-09-23

View on SEC IAPD

Other Firms

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