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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-08-04
  • FL RA
    APPROVED
    Since 2023-08-04

Branch Locations

12276 San Jose Blvd. Ste. 309, Jacksonville, FL 32223 • 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 Duluth GA 10/1993 Present
Pfs Investments Duluth GA 10/2010 Present
  • 10/1993 → Present
    Primerica Financial Services
    Duluth, GA
  • 10/2010 → Present
    Pfs Investments
    Duluth, GA
Previous Registrations
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. Cerifi, (1099), not investment related, Atlantic Beach, Florida 32233, Contractor, 50 hours committed per month, 2 hours during securities trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-12-28
S63 Uniform Securities Agent State Law Examination 2011-10-26
  • S65 Uniform Investment Adviser Law Examination
    2011-12-28
  • S63 Uniform Securities Agent State Law Examination
    2011-10-26

View on SEC IAPD

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