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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2013-12-05
  • MN RA
    APPROVED
    Since 2013-12-05

Branch Locations

1652 Greenview Dr Sw Ste 110-A, Rochester, MN 55902 • United States

Stewartville, MN • 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 Rochester MN 07/2003 Present
Pfs Investments Inc. Rochester MN 08/2004 Present
  • 07/2003 → Present
    Primerica Financial Services
    Rochester, MN
  • 08/2004 → Present
    Rochester, MN
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. MN LS, LLC, Investment Related, 7525 Village Dr Ste 100 Lino Lakes, MN 55014, Primerica Business Purposes, Partner, November 2016 to Present, 5 hours per month (5 hours per month during securities trading hours), legal entity formed solely for Primerica business purposes.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-10-29
  • S63 Uniform Securities Agent State Law Examination
    2004-10-29

View on SEC IAPD

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