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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WY RA APPROVED 2026-05-05
TX RA APPROVED_RES 2025-12-11
  • WY RA
    APPROVED
    Since 2026-05-05
  • TX RA
    APPROVED_RES
    Since 2025-12-11

Branch Locations

2319 Pioneer Ave Ste B , Cheyenne, WY 82001 • United States

Estes Park, CO • 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 Cheyenne WY 01/2004 Present
Pfs Investments Inc. Cheyenne WY 03/2004 Present
Self-Employed Estes Park CO 01/2004 05/2026
  • 01/2004 → Present
    Primerica Financial Services
    Cheyenne, WY
  • 03/2004 → Present
    Cheyenne, WY
  • 01/2004 → 05/2026
    Self-Employed
    Estes Park, CO
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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-08-04
S63 Uniform Securities Agent State Law Examination 2004-04-16
  • S65 Uniform Investment Adviser Law Examination
    2017-08-04
  • S63 Uniform Securities Agent State Law Examination
    2004-04-16

View on SEC IAPD

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