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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2013-04-16
  • IA RA
    APPROVED
    Since 2013-04-16

Branch Locations

4211 Glass Rd Ne Ste H, Cedar Rapids, IA 52402 • 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 Cedar Rapids IA 08/2012 Present
Primerica Financial Services Cedar Rapids IA 01/2012 Present
  • 08/2012 → Present
    Cedar Rapids, IA
  • 01/2012 → Present
    Primerica Financial Services
    Cedar Rapids, IA
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. 03/2018 to Present, Shades and Shields, LLC (Owner) Automotive, commercial and residential window tinting.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-03-22
S63 Uniform Securities Agent State Law Examination 2012-08-28
  • S65 Uniform Investment Adviser Law Examination
    2013-03-22
  • S63 Uniform Securities Agent State Law Examination
    2012-08-28

View on SEC IAPD

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