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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-10-04
  • FL RA
    APPROVED
    Since 2023-10-04

Branch Locations

2145 Metrocenter Blvd Suite 145-A, Orlando, FL 32835 • United States

Orlando, FL • 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 Orlando FL 04/2016 Present
Pfs Investment Sinc. Orlando FL 09/2016 Present
Alton Clark Realty Altamonte Springs FL 04/2016 10/2017
  • 04/2016 → Present
    Primerica Financial Services
    Orlando, FL
  • 09/2016 → Present
    Pfs Investment Sinc.
    Orlando, FL
  • 04/2016 → 10/2017
    Alton Clark Realty
    Altamonte Springs, FL
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 2023-09-26
S63 Uniform Securities Agent State Law Examination 2017-02-22
  • S65 Uniform Investment Adviser Law Examination
    2023-09-26
  • S63 Uniform Securities Agent State Law Examination
    2017-02-22

View on SEC IAPD

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