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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-06-02
  • NJ RA
    APPROVED
    Since 2025-06-02

Branch Locations

48 Spruce Street 2Nd Floor-A, Oakland, NJ 07436 • United States

1001 W Euless Blvd Ste 206, Euless, TX 76040 • 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 Oakland NJ 11/1999 Present
Pfs Investments Inc. Oakland NJ 02/2000 07/2024
Pfs Investments Inc. Oakland NJ 05/2025 Present
Unemployed Totowa NJ 05/2015 Present
  • 11/1999 → Present
    Primerica Financial Services
    Oakland, NJ
  • 02/2000 → 07/2024
    Oakland, NJ
  • 05/2025 → Present
    Oakland, NJ
  • 05/2015 → Present
    Unemployed
    Totowa, NJ
Previous Registrations
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 2015-12-01
S63 Uniform Securities Agent State Law Examination 2000-12-30
  • S65 Uniform Investment Adviser Law Examination
    2015-12-01
  • S63 Uniform Securities Agent State Law Examination
    2000-12-30

View on SEC IAPD

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