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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2011-08-10
  • AZ RA
    APPROVED
    Since 2011-08-10

Branch Locations

Phoenix, AZ • United States

7010 E Acoma Dr Suite 101-B, Scottsdale, AZ 85254 • 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. Scottsdale AZ 05/2007 Present
Primerica Financial Services Scottsdale AZ 05/2006 Present
Northwest Christian School Phoenix AZ 09/2016 Present
  • 05/2007 → Present
    Scottsdale, AZ
  • 05/2006 → Present
    Primerica Financial Services
    Scottsdale, AZ
  • 09/2016 → Present
    Northwest Christian School
    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. Co-Owner of Rental Property. 05/2012-Present; Alumni Council/Co-Chairman for Grace College & Seminary. 11/2013-Present; Internet Marketing - Adviser to My Son On 4020 W. Marlette Ave. Abbitt Wellness Centers (AWC), Not Investment Related, 4020 W Marlette Ave Phoenix, Arizona 85019, Position/Title: Board of Directors, 20 Hours Per Month (0 Hours Per Month During Securities Trading Hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-03-28
S63 Uniform Securities Agent State Law Examination 2007-06-05
  • S65 Uniform Investment Adviser Law Examination
    2011-03-28
  • S63 Uniform Securities Agent State Law Examination
    2007-06-05

View on SEC IAPD

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