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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-10-27
  • TX RA
    APPROVED
    Since 2016-10-27

Branch Locations

203 Corporate Dr E, Langhorne, PA 19047 • United States

10713 Rr 620 N Ste 303, Austin, TX 78726 • 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 Austin TX 05/2002 Present
Pfs Investments Inc. Austin TX 03/2004 Present
Insight Global Austin TX 01/2015 04/2017
Amrut Farms Llc Austin TX 01/2016 08/2020
Ez Corp Austin TX 10/2017 12/2017
Ragadc Corporation Austin TX 07/2019 09/2019
Paypal Inc. Austin TX 12/2017 10/2020
Tailored Management Austin TX 02/2021 06/2022
Infojini Consulting Austin TX 05/2022 07/2025
  • 05/2002 → Present
    Primerica Financial Services
    Austin, TX
  • 03/2004 → Present
    Austin, TX
  • 01/2015 → 04/2017
    Insight Global
    Austin, TX
  • 01/2016 → 08/2020
    Amrut Farms Llc
    Austin, TX
  • 10/2017 → 12/2017
    Ez Corp
    Austin, TX
  • 07/2019 → 09/2019
    Ragadc Corporation
    Austin, TX
  • 12/2017 → 10/2020
    Paypal Inc.
    Austin, TX
  • 02/2021 → 06/2022
    Tailored Management
    Austin, TX
  • 05/2022 → 07/2025
    Infojini Consulting
    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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-10-07
S63 Uniform Securities Agent State Law Examination 2004-07-24
  • S65 Uniform Investment Adviser Law Examination
    2016-10-07
  • S63 Uniform Securities Agent State Law Examination
    2004-07-24

View on SEC IAPD

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