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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-01-03
  • VA RA
    APPROVED
    Since 2024-01-03

Branch Locations

4455 Brookfield Corporate Drive Suite 108-B, Chantilly, VA 20151 • United States

Catlett, VA • 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
Pfs Investments Inc Chantilly VA 04/2016 Present
Primerica Financial Services Chantilly VA 04/2015 Present
St. Timothy Catholic Church Chantilly VA 08/2012 10/2018
St. Timothy Catholic Church Chantilly VA 03/2016 08/2018
  • 04/2016 → Present
    Chantilly, VA
  • 04/2015 → Present
    Primerica Financial Services
    Chantilly, VA
  • 08/2012 → 10/2018
    St. Timothy Catholic Church
    Chantilly, VA
  • 03/2016 → 08/2018
    St. Timothy Catholic Church
    Chantilly, 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. 10/2018-Present, Religious Musician & Speaker, Centreville, VA. Jacobeen Group LLC/ Owner, Start Date 11/2023, Spends 1 hour per month (0 during securities trading hours). Slantball, LLC., not investment related, Catlett, VA 20119, Owner, 12/2023 to Present, 20 hours committed per month (0 hours during securities trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-23
S63 Uniform Securities Agent State Law Examination 2016-04-26
  • S65 Uniform Investment Adviser Law Examination
    2023-12-23
  • S63 Uniform Securities Agent State Law Examination
    2016-04-26

View on SEC IAPD

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