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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 2024-03-23
WA RA APPROVED 2016-07-08
  • TX RA
    APPROVED_RES
    Since 2024-03-23
  • WA RA
    APPROVED
    Since 2016-07-08

Branch Locations

Everett, WA • United States

15111 8Th Ave Sw Suite 201, Burien, WA 98166 • 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 Burien WA 09/2009 Present
Pfs Investments Inc Burien WA 03/2012 Present
Adam & Associates Sedro-Woolley WA 07/2017 03/2018
Amazon Flex Seattle WA 10/2018 12/2019
Swedish Medical Center Mill Creek WA 11/2019 Present
Kalck Ambulance Mountlake Terrace WA 11/2019 01/2020
  • 09/2009 → Present
    Primerica Financial Services
    Burien, WA
  • 03/2012 → Present
    Burien, WA
  • 07/2017 → 03/2018
    Adam & Associates
    Sedro-Woolley, WA
  • 10/2018 → 12/2019
    Amazon Flex
    Seattle, WA
  • 11/2019 → Present
    Swedish Medical Center
    Mill Creek, WA
  • 11/2019 → 01/2020
    Kalck Ambulance
    Mountlake Terrace, 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 2016-06-27
S63 Uniform Securities Agent State Law Examination 2012-04-19
  • S65 Uniform Investment Adviser Law Examination
    2016-06-27
  • S63 Uniform Securities Agent State Law Examination
    2012-04-19

View on SEC IAPD

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