Best Investors Account Sign in
Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2019-11-15
  • WA RA
    APPROVED
    Since 2019-11-15

Branch Locations

Primerica 135 Raritan Center Pkwy Unit 2-B, Edison, NJ 08837 • United States

3305 Main St Ste 209, Vancouver, WA 98663 • 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 Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pfs Investments, Inc. Vancouver WA 03/2011 Present
Primerica Financial Services Vancouver WA 06/2010 Present
Odyssey Transportation Long Island City NY 10/2007 07/2019
Steven Anthony Home Remodeling Inc. Hauppague NY 02/2016 03/2017
Robert Half(Shore Office Systems) Islandia NY 01/2018 05/2019
Aj's Pool Service Whispering Pines NC 05/2019 08/2019
Sunquest Construction Inc. Chehalis WA 09/2019 Present
Robert Half(Shore Office Systems) Islandia NY 01/2018 07/2019
  • 03/2011 → Present
    Vancouver, WA
  • 06/2010 → Present
    Primerica Financial Services
    Vancouver, WA
  • 10/2007 → 07/2019
    Odyssey Transportation
    Long Island City, NY
  • 02/2016 → 03/2017
    Steven Anthony Home Remodeling Inc.
    Hauppague, NY
  • 01/2018 → 05/2019
    Robert Half(Shore Office Systems)
    Islandia, NY
  • 05/2019 → 08/2019
    Aj's Pool Service
    Whispering Pines, NC
  • 09/2019 → Present
    Sunquest Construction Inc.
    Chehalis, WA
  • 01/2018 → 07/2019
    Robert Half(Shore Office Systems)
    Islandia, NY
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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-10-23
S63 Uniform Securities Agent State Law Examination 2011-03-28
  • S65 Uniform Investment Adviser Law Examination
    2019-10-23
  • S63 Uniform Securities Agent State Law Examination
    2011-03-28

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Edison, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor