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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-07-27
  • TX RA
    APPROVED
    Since 2022-07-27

Branch Locations

1350 Nasa Pkwy Ste 102-C, Houston, TX 77058 • United States

1992 W Antelope Dr Ste 150, Layton, UT 84041 • 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
Houston Community College Houston TX 06/2013 Present
Pfs Investments Inc. Duluth GA 06/2014 12/2019
Primerica Financial Services Houston TX 09/2010 Present
Pfs Investments Inc. Houston TX 01/2022 Present
  • 06/2013 → Present
    Houston Community College
    Houston, TX
  • 06/2014 → 12/2019
    Duluth, GA
  • 09/2010 → Present
    Primerica Financial Services
    Houston, TX
  • 01/2022 → Present
    Houston, TX
Previous Registrations
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. Author, 08/2026 to Present, Houston, TX 77005, 4 Hours Per Month (0 Hours During Securities Trading Hours)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-05-30
S63 Uniform Securities Agent State Law Examination 2015-12-21
  • S65 Uniform Investment Adviser Law Examination
    2017-05-30
  • S63 Uniform Securities Agent State Law Examination
    2015-12-21
Other Names
  • Kelly Helen Ott
  • Kelly H Fuller
  • Kelly Ott
  • Kelly Helen Fuller

View on SEC IAPD

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