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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-04-17
KS RA APPROVED 2022-10-20
  • TX RA
    APPROVED
    Since 2024-04-17
  • KS RA
    APPROVED
    Since 2022-10-20

Branch Locations

5440 W 110Th Street Suite 300-A Office 3087, Overland Park, KS 66211 • United States

Peculiar, MO • 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 Overland Park KS 02/2000 Present
Usda Risk Management Agency Kansas City MO 08/2007 10/2024
Pfs Investments Inc. Overland Park KS 06/2000 Present
Cvs Health Raymore MO 05/2018 12/2020
  • 02/2000 → Present
    Primerica Financial Services
    Overland Park, KS
  • 08/2007 → 10/2024
    Usda Risk Management Agency
    Kansas City, MO
  • 06/2000 → Present
    Overland Park, KS
  • 05/2018 → 12/2020
    Cvs Health
    Raymore, MO
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. 04/2018-Present; Gail's Harley Davidson - Range Aide for Motorcycle Riding Class/Training to Become a Motorcycle Riding/Coach Instructor; Grandview - Mo.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-30
S63 Uniform Securities Agent State Law Examination 2000-06-08
  • S65 Uniform Investment Adviser Law Examination
    2022-09-30
  • S63 Uniform Securities Agent State Law Examination
    2000-06-08

View on SEC IAPD

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