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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2021-11-03
  • MA RA
    APPROVED
    Since 2021-11-03

Branch Locations

275 Turnpike Street Suite 101, Canton, MA 02021 • 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. Canton MA 03/2007 Present
Primerica Financial Services Canton MA 08/2006 Present
Pfsu/Primerica, Inc. Duluth GA 07/2012 Present
Premium Retail Chesterfield MO 07/2012 Present
  • 03/2007 → Present
    Canton, MA
  • 08/2006 → Present
    Primerica Financial Services
    Canton, MA
  • 07/2012 → Present
    Pfsu/Primerica, Inc.
    Duluth, GA
  • 07/2012 → Present
    Premium Retail
    Chesterfield, MO
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. Bookkeeper for Telcohelp Communications. from10/2006 to present, 60HRS/MO.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-14
S63 Uniform Securities Agent State Law Examination 2007-06-28
  • S65 Uniform Investment Adviser Law Examination
    2021-10-14
  • S63 Uniform Securities Agent State Law Examination
    2007-06-28

View on SEC IAPD

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