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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2019-01-16
  • WA RA
    APPROVED
    Since 2019-01-16

Branch Locations

3305 Main St Ste 209, Vancouver, WA 98663 • 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. Vancouver WA 06/2016 Present
Primerica Financial Services Vancouver WA 10/2015 Present
Savon Vancouver WA 07/2016 11/2018
New U Life Inc. Pleasant Hill CA 10/2018 10/2018
Preferred Rx Pharmacy Vancouver WA 12/2019 01/2022
Walgreens Pharmacy Vancouver WA 01/2023 05/2025
Cvs Pharmacy Kelso WA 07/2026 Present
  • 06/2016 → Present
    Vancouver, WA
  • 10/2015 → Present
    Primerica Financial Services
    Vancouver, WA
  • 07/2016 → 11/2018
    Savon
    Vancouver, WA
  • 10/2018 → 10/2018
    New U Life Inc.
    Pleasant Hill, CA
  • 12/2019 → 01/2022
    Preferred Rx Pharmacy
    Vancouver, WA
  • 01/2023 → 05/2025
    Walgreens Pharmacy
    Vancouver, WA
  • 07/2026 → Present
    Cvs Pharmacy
    Kelso, WA
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. Futures Masonry, Spokane, WA 49201, COO, 07/2020 to Present, 5 hours committed per month (0 hours during securities trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-30
S63 Uniform Securities Agent State Law Examination 2016-07-07
  • S65 Uniform Investment Adviser Law Examination
    2018-12-30
  • S63 Uniform Securities Agent State Law Examination
    2016-07-07
Other Names
  • Thomas Louise Ann
  • Holler Louise Ann
  • Chivers Louise Ann
  • Ann Louise Walls

View on SEC IAPD

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