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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-08-16
  • PA RA
    APPROVED
    Since 2022-08-16

Branch Locations

766 Old York Rd, Jenkintown, PA 19046 • 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. Jenkintown PA 09/2016 Present
Primerica Financial Services Jenkintown PA 03/2016 Present
Health Advocate Plymouth Meeting PA 02/2007 04/2017
The Tax Ladies Collingdale PA 02/2007 08/2020
  • 09/2016 → Present
    Jenkintown, PA
  • 03/2016 → Present
    Primerica Financial Services
    Jenkintown, PA
  • 02/2007 → 04/2017
    Health Advocate
    Plymouth Meeting, PA
  • 02/2007 → 08/2020
    The Tax Ladies
    Collingdale, PA
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. 06/2019- Present; Uber ; 1455 Market ST Suite 400 San Francisco, CA 94103; Driver; 100 per month; 4 hours a day before trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-05
S63 Uniform Securities Agent State Law Examination 2016-11-28
  • S65 Uniform Investment Adviser Law Examination
    2022-08-05
  • S63 Uniform Securities Agent State Law Examination
    2016-11-28

View on SEC IAPD

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