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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-08-11
  • IN RA
    APPROVED
    Since 2025-08-11

Branch Locations

8275 Allison Pointe Trail Ste 100-E, Indianapolis, IN 46250 • United States

Noblesville, IN • 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 Indianapolis IN 07/2006 Present
Pfs Investments Inc. Indianapolis IN 01/2008 Present
Pacers Sports & Entertainment Indianapolis IN 03/2006 Present
  • 07/2006 → Present
    Primerica Financial Services
    Indianapolis, IN
  • 01/2008 → Present
    Indianapolis, IN
  • 03/2006 → Present
    Pacers Sports & Entertainment
    Indianapolis, IN
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. Self-Employed Mascot Performer, Independent Contractor, 05/2016 to present. Lyft, Not Investment Related, Driver, 03/2019 to Present, 60 hours per month (0 hours per month during securities trading hours). CSC Cards LLC, Not investment related, Noblesville, IN 46060, Owner, 08/2026 to Present, 20 hours committed per month (10 hours during securities trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-26
S63 Uniform Securities Agent State Law Examination 2008-05-06
  • S65 Uniform Investment Adviser Law Examination
    2025-07-26
  • S63 Uniform Securities Agent State Law Examination
    2008-05-06

View on SEC IAPD

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