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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2015-11-13
  • TX RA
    APPROVED
    Since 2015-11-13

Branch Locations

4100 Nw Loop 410 Suite 124, San Antonio, TX 78229 • 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. San Antonio TX 06/2014 Present
Powell Electrical Systems, Inc. Houston TX 11/2012 03/2018
Primerica Financial Services San Antonio TX 05/2011 Present
Rogers And O'BRien Construction Austin TX 03/2018 09/2021
Vaughn Construction Universal City TX 03/2022 11/2022
Ams Llc San Antonio TX 12/2022 Present
Bartlett Cocke General Contractors San Antonio TX 12/2022 Present
  • 06/2014 → Present
    San Antonio, TX
  • 11/2012 → 03/2018
    Powell Electrical Systems, Inc.
    Houston, TX
  • 05/2011 → Present
    Primerica Financial Services
    San Antonio, TX
  • 03/2018 → 09/2021
    Rogers And O'BRien Construction
    Austin, TX
  • 03/2022 → 11/2022
    Vaughn Construction
    Universal City, TX
  • 12/2022 → Present
    Ams Llc
    San Antonio, TX
  • 12/2022 → Present
    Bartlett Cocke General Contractors
    San Antonio, TX
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. AMS Mechanical, Not Investment Related, San Antonio, TX 78253, Owner/CEO, 06/2023 to Present, 5 hours per month (0 hours per month during securities trading hours), Aggielar Management Solutions, LLC, San Antonio, Texas 78253, Owner/ownership, 08/2008 to Present, 5 hours committed per month. (0 hours during securities trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-07-09
S63 Uniform Securities Agent State Law Examination 2014-06-25
  • S65 Uniform Investment Adviser Law Examination
    2015-07-09
  • S63 Uniform Securities Agent State Law Examination
    2014-06-25

View on SEC IAPD

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