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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-06
TX RA APPROVED_RES 2022-12-05
  • FL RA
    APPROVED
    Since 2025-01-06
  • TX RA
    APPROVED_RES
    Since 2022-12-05

Branch Locations

Wimauma, FL • United States

1458 Oakfield Dr Ste I, Brandon, FL 33511 • 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 Brandon FL 06/2010 Present
Pfs Investments Inc. Brandon FL 10/2016 Present
13-Coins Bellevue WA 04/2015 04/2017
  • 06/2010 → Present
    Primerica Financial Services
    Brandon, FL
  • 10/2016 → Present
    Brandon, FL
  • 04/2015 → 04/2017
    13-Coins
    Bellevue, WA
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 2021-01-29
S63 Uniform Securities Agent State Law Examination 2011-08-25
  • S65 Uniform Investment Adviser Law Examination
    2021-01-29
  • S63 Uniform Securities Agent State Law Examination
    2011-08-25

View on SEC IAPD

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