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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2026-03-03
  • KY RA
    APPROVED
    Since 2026-03-03

Branch Locations

2900 W Broadway Ste 233, Louisville, KY 40211 • United States

Louisville, KY • 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 Louisville KY 10/2007 Present
Primerica Financial Services Louisville KY 07/2003 Present
  • 10/2007 → Present
    Louisville, KY
  • 07/2003 → Present
    Primerica Financial Services
    Louisville, KY
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. Majestic Transportation, Not Investment Related, Louisville, KY 40207, Nature of Business: Private Driver, Position/Title: Private Driver, 05/2025 to Present, 10 hours per month (0 of hours per month during securities trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-17
S63 Uniform Securities Agent State Law Examination 2008-02-15
  • S65 Uniform Investment Adviser Law Examination
    2026-02-17
  • S63 Uniform Securities Agent State Law Examination
    2008-02-15

View on SEC IAPD

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