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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WY RA APPROVED 2017-07-07
  • WY RA
    APPROVED
    Since 2017-07-07

Branch Locations

222 S Gillette Ave Suite 705, Gillette, WY 82716 • United States

Gillette, WY • 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 Gillette WY 04/2008 Present
Primerica Financial Services Gillette WY 01/2008 Present
  • 04/2008 → Present
    Gillette, WY
  • 01/2008 → Present
    Primerica Financial Services
    Gillette, WY
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. -- Roberts Consulting, llc, investment related, Gillette, WY, 82716, organizing member, 03/2023 to present, 160 hours per month (100 hours during securities trading hours). -- Schwab Brokerage Account (1099) - Investment related. Gillette, Wyoming 82718. Individual Investor. 09/2023 to Present.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-11-23
  • S63 Uniform Securities Agent State Law Examination
    2009-11-23

View on SEC IAPD

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