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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-10-25
  • GA RA
    APPROVED
    Since 2024-10-25

Branch Locations

102 Broadway Street Suite 500-A, Carnegie, PA 15106 • United States

6354 J F Jay Rd Bldg 1-A, Gainesville, GA 30506 • 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 Gainesville GA 11/2011 Present
Primerica Financial Services Gainesville GA 07/2011 Present
The Balanced Scorecard Institute Cary NC 07/2010 Present
Sterling Consulting Group Seminole FL 01/2006 Present
  • 11/2011 → Present
    Gainesville, GA
  • 07/2011 → Present
    Primerica Financial Services
    Gainesville, GA
  • 07/2010 → Present
    The Balanced Scorecard Institute
    Cary, NC
  • 01/2006 → Present
    Sterling Consulting Group
    Seminole, 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. Commission On Law Enforcement Accreditation, 13575 Heathcote Blvd, Suite 320, Gainesville VA 20155...Not Investment Related. I Am an Assessor Who Periodically Audits the Performance of Other Law Enforcement Agencies and Verifies Compliance with Calea Standards. This Is Periodic Employment Which Entails Approximately 60 To 80 Hours Per Year. The Balanced Scorecard Institute...2000 Regency Pkwy, Suite 425, Cary NC 27518. I Am a Senior Associate of The Firm Which Instructs Clients in The Architecture and Development of Strategic Management Systems Utilizing The Balanced Scorecard Model. Currently, This Employment Involves Approximately 100 To 200 Hours Per Year. This Is Not Investment Related Employment. Sterling Consulting Group, Owner, 06/2006 to Present, Consulting and Music, Seminole, FL 33776, Non-Investment Related, 1 Hour Per Month (0 Hours During Securities Trading Hours). TerrySterling Music dba Heaven's Gate Productions, Not investment related, Blue Ridge, GA 30513, Owner/Producer (1099), 05/2026 to Present, 40 hours committed per month (10 hours during securities trading hours), Music Related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-07-11
S63 Uniform Securities Agent State Law Examination 2012-10-19
  • S65 Uniform Investment Adviser Law Examination
    2013-07-11
  • S63 Uniform Securities Agent State Law Examination
    2012-10-19

View on SEC IAPD

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