Sherwin Forde

Current Employers

Pfs Investments Inc.

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2014-03-14

PA RA
APPROVED

Since 2014-03-14

Branch Locations

766 Old York Rd, Jenkintown, PA 19046 • United States

Norristown, PA • 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

Organization	City	State	From	To
Pfs Investments Inc.	Jenkintown	PA	02/2013	Present
Primerica Financial Services	Jenkintown	PA	01/2013	Present

02/2013 → Present

Pfs Investments Inc.

Jenkintown, PA
01/2013 → Present

Primerica Financial Services

Jenkintown, 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. Goal Getters, LLC, Investment Related, 3238 Hayes Road, East Norriton, PA 19403, Primerica Business Purposes, Owner/Member, 08/18/2015 to Present, 160 hours per month (140 hours per month during securities trading hours), Legal entity formed solely for Primerica business purposes. The Logos, LLC, Not Investment related, East Norriton, Pennsylvania 19403, Owner/Ownership,08/2023 to present, 8 hours committed per month, 1 hours during securities trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-02-17
S63	Uniform Securities Agent State Law Examination	2013-03-02

S65 Uniform Investment Adviser Law Examination

2014-02-17
S63 Uniform Securities Agent State Law Examination

2013-03-02