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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-01-30
PA RA APPROVED 2023-01-10
  • TX RA
    APPROVED
    Since 2023-01-30
  • PA RA
    APPROVED
    Since 2023-01-10

Branch Locations

Reading, PA • United States

200 Spring Ridge Dr Ste 100, Reading, PA 19610 • 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. Reading PA 01/2013 Present
Primerica Financial Services Reading PA 04/2012 Present
  • 01/2013 → Present
    Reading, PA
  • 04/2012 → Present
    Primerica Financial Services
    Reading, PA
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 2022-12-30
S63 Uniform Securities Agent State Law Examination 2013-11-05
  • S65 Uniform Investment Adviser Law Examination
    2022-12-30
  • S63 Uniform Securities Agent State Law Examination
    2013-11-05

View on SEC IAPD

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