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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2012-06-22
  • UT RA
    APPROVED
    Since 2012-06-22

Branch Locations

533 West 2600 South Suite 130, Bountiful, UT 84010 • 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 Bountiful UT 02/2011 Present
Primerica Financial Services Bountiful UT 06/2010 Present
  • 02/2011 → Present
    Bountiful, UT
  • 06/2010 → Present
    Primerica Financial Services
    Bountiful, UT
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. 1. GEARY-PAGE PROPERTIES, LLC NOT INVESTMENT RELATED ESTABLISHED TO RECEIVE RENTAL INCOME FROM TWO RENTAL PROPERITIES OWNED BY LINDA SUE GEARY AND ANOTHER PERSON: (A) A CONDOTEL UNIT IN MOAB, UT; AND (B) A TOWNHOUSE IN ST. GEORGE, UT. POSITION: MANAGER AND GENERAL PARTNER INCORPORATED 10/14/2008 TIME COMMITMENT: 2-4 HOURS PER MONTH MY DUTIES INCLUDE RECEIVING AND DEPOSITING RENTAL INCOME AND MAKING PAYMENT OF MONTHLY MORTGAGE INSTALLMENTS, HOMEOWNERS ASSOCIATION FEES, AND OTHER COSTS; AND MAINTAINING CORPORATION RECORDS FOR TAX REPORTING. 2. GREENBROOK CORPORATION NOT INVESTMENT RELATED ESTABLABLISHED AS MANAGEMENT ENTITY FOR RENTAL BUSINESS LOCATED IN SALT LAKE CITY, UT. POSITION: OWNER AND REGISTERED AGENT INCORPORATED: 12/23/2008 TIME COMMITMENT: 5-10 HOURS PER YEAR FOR LICENSURE RENEWAL AND PREPARATION OF DOCUMENTATION FOR TAX REPORTING

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-05-03
S63 Uniform Securities Agent State Law Examination 2011-02-28
  • S65 Uniform Investment Adviser Law Examination
    2012-05-03
  • S63 Uniform Securities Agent State Law Examination
    2011-02-28
Other Names
  • L. Sue Geary
  • L. Sue Geary

View on SEC IAPD

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