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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2022-10-17
  • MO RA
    APPROVED
    Since 2022-10-17

Branch Locations

11705 Dorsett Rd Ste 200, Maryland Heights, MO 63043 • 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 Maryland Heights MO 04/2005 Present
Pfs Investments Inc Maryland Heights MO 01/2016 Present
Ywca Metro St Louis MO 11/2016 11/2018
Ywca Head Start St Louis MO 11/2018 Present
  • 04/2005 → Present
    Primerica Financial Services
    Maryland Heights, MO
  • 01/2016 → Present
    Maryland Heights, MO
  • 11/2016 → 11/2018
    Ywca Metro
    St Louis, MO
  • 11/2018 → Present
    Ywca Head Start
    St Louis, MO
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 2022-09-24
S63 Uniform Securities Agent State Law Examination 2016-04-02
  • S65 Uniform Investment Adviser Law Examination
    2022-09-24
  • S63 Uniform Securities Agent State Law Examination
    2016-04-02

View on SEC IAPD

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