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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-12-12
CA RA APPROVED 2017-01-06
  • TX RA
    APPROVED_RES
    Since 2019-12-12
  • CA RA
    APPROVED
    Since 2017-01-06

Branch Locations

Roseville, CA • United States

1200 Melody Lane Suite 100-B, Roseville, CA 95678 • 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 Roseville CA 02/2011 Present
Primerica Financial Services Roseville CA 05/2010 Present
  • 02/2011 → Present
    Roseville, CA
  • 05/2010 → Present
    Primerica Financial Services
    Roseville, CA
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 2016-10-26
S63 Uniform Securities Agent State Law Examination 2011-04-26
  • S65 Uniform Investment Adviser Law Examination
    2016-10-26
  • S63 Uniform Securities Agent State Law Examination
    2011-04-26

View on SEC IAPD

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