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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-06-29
  • FL RA
    APPROVED
    Since 2021-06-29

Branch Locations

5041 La Mart Drive Suite 110, Riverside, CA 92506 • United States

111 Bailey Dr Ste 1, Niceville, FL 32578 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Clear & Natural Water Colton CA 07/1998 12/2017
Holmes & Associates Tax Preparation Colton CA 01/2002 Present
Hd Vest Colton CA 01/2003 10/2018
Hd Vest Advisory Services Redlands CA 01/2016 10/2018
Turbo Tax Ta Redlands CA 12/2016 Present
Primerica Financial Services Niceville FL 10/2018 Present
Pfs Investments Inc. Niceville FL 01/2019 Present
Jdatsg Niceville FL 12/2021 Present
  • 07/1998 → 12/2017
    Clear & Natural Water
    Colton, CA
  • 01/2002 → Present
    Holmes & Associates Tax Preparation
    Colton, CA
  • 01/2003 → 10/2018
    Hd Vest
    Colton, CA
  • 01/2016 → 10/2018
    Hd Vest Advisory Services
    Redlands, CA
  • 12/2016 → Present
    Turbo Tax Ta
    Redlands, CA
  • 10/2018 → Present
    Primerica Financial Services
    Niceville, FL
  • 01/2019 → Present
    Niceville, FL
  • 12/2021 → Present
    Jdatsg
    Niceville, FL
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. Harry H. Holmes & Associates Co., Inc., Owner, Not Investment Related, Redlands, CA, 5/2004-Present Holmes Ice Company LLC, Owner, Not Investment Related, Redlands, CA, 5/2013-Present Self-Employed Real Estate Broker, Not Investment Related, 5/2008-Present Owner of 2 rental properties

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-12-18
  • S66 Uniform Combined State Law Examination
    2015-12-18
Other Names
  • Harry Holmes

View on SEC IAPD

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