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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
  • FL RA
    APPROVED
    Since 2025-01-06

Branch Locations

8191 College Pkwy Ste 305-B, Ft Myers, FL 33919 • United States

Estero, FL • 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 Ft Myers FL 08/2011 Present
Primerica Financial Services Ft Myers FL 05/2010 Present
  • 08/2011 → Present
    Ft Myers, FL
  • 05/2010 → Present
    Primerica Financial Services
    Ft Myers, FL
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. Fab Studio LLC, Not Investment Related, Naples, FL 34102, Partner (AMBR), Hair Salon, 10/25/2022 to present, 0 hours per month (0 hours during securities trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-03
S63 Uniform Securities Agent State Law Examination 2012-04-02
  • S65 Uniform Investment Adviser Law Examination
    2023-03-03
  • S63 Uniform Securities Agent State Law Examination
    2012-04-02
Other Names
  • Patrick Collins Naidl

View on SEC IAPD

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