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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-23
VA RA APPROVED 2025-01-24
  • TX RA
    APPROVED
    Since 2026-01-23
  • VA RA
    APPROVED
    Since 2025-01-24

Branch Locations

1769 Jamestown Rd Ste 219, Williamsburg, VA 23185 • 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 Williamsburg VA 08/2014 Present
Pfs Investments Inc. Williamsburg VA 03/2024 Present
Fortress Builders Financial Williamsburg VA 03/2020 09/2024
Marvin United Methodist Church Tyler TX 07/2018 12/2019
Fortress Builders Financial Williamsburg VA 08/2016 04/2018
  • 08/2014 → Present
    Primerica Financial Services
    Williamsburg, VA
  • 03/2024 → Present
    Williamsburg, VA
  • 03/2020 → 09/2024
    Fortress Builders Financial
    Williamsburg, VA
  • 07/2018 → 12/2019
    Marvin United Methodist Church
    Tyler, TX
  • 08/2016 → 04/2018
    Fortress Builders Financial
    Williamsburg, VA
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 2025-01-02
S63 Uniform Securities Agent State Law Examination 2024-04-11
  • S65 Uniform Investment Adviser Law Examination
    2025-01-02
  • S63 Uniform Securities Agent State Law Examination
    2024-04-11
Other Names
  • Elizabeth Joy Roose
  • Elizabeth Joy Mills

View on SEC IAPD

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