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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2021-08-12
  • MN RA
    APPROVED
    Since 2021-08-12

Branch Locations

229 Main St, Arlington, MN 55307 • United States

Norwood, 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
Pfs Investments Inc Arlington MN 03/2007 Present
Primerica Finanical Services Arlington MN 09/2005 Present
Isd 108 Nya MN 04/2006 07/2021
Stender Inc. Chaska MN 11/2011 07/2021
Norwood Equipment Phoenix AZ 07/2018 06/2022
  • 03/2007 → Present
    Arlington, MN
  • 09/2005 → Present
    Primerica Finanical Services
    Arlington, MN
  • 04/2006 → 07/2021
    Isd 108
    Nya, MN
  • 11/2011 → 07/2021
    Stender Inc.
    Chaska, MN
  • 07/2018 → 06/2022
    Norwood Equipment
    Phoenix, AZ
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 2021-07-30
S63 Uniform Securities Agent State Law Examination 2007-08-01
  • S65 Uniform Investment Adviser Law Examination
    2021-07-30
  • S63 Uniform Securities Agent State Law Examination
    2007-08-01

View on SEC IAPD

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