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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MS RA APPROVED 2025-01-01
  • MS RA
    APPROVED
    Since 2025-01-01

Branch Locations

3900 Lakeland Dr Ste 500, Flowood, MS 39232 • United States

Jackson, MS • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Millsaps College Jackson MS 02/1995 09/2018
Primerica Financial Services Flowood MS 03/1998 Present
Pfs Investments Inc. Flowood MS 08/1998 Present
  • 02/1995 → 09/2018
    Millsaps College
    Jackson, MS
  • 03/1998 → Present
    Primerica Financial Services
    Flowood, MS
  • 08/1998 → Present
    Flowood, MS
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. 06/2012-PRESENT; OWNER OF RENTAL, RENTS OUT APARTMENT THAT'S ATTACHED TO HOME.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-10-05
S63 Uniform Securities Agent State Law Examination 1998-10-05
  • S65 Uniform Investment Adviser Law Examination
    2017-10-05
  • S63 Uniform Securities Agent State Law Examination
    1998-10-05

View on SEC IAPD

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