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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2021-06-18
  • MN RA
    APPROVED
    Since 2021-06-18

Branch Locations

1802 Wooddale Drive Ste 101-A, Woodbury, MN 55125 • United States

1434 105Th Ave Unit B, Amery, WI 54001 • 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 Woodbury MN 10/2019 Present
Freedom Roads Llc Lincolnshire IL 01/2019 10/2019
Iron Trail Motors Virginia MN 02/2020 03/2020
Coates Rv Hugo MN 03/2017 01/2019
Split Rock Consulting Johnson Creek WI 07/2002 03/2017
Pfs Investments Inc. Woodbury MN 05/2020 Present
Mycelium Software Ponte Vedra Beach FL 02/2022 Present
Timber's Edge Eveleth MN 03/2024 Present
  • 10/2019 → Present
    Primerica Financial Services
    Woodbury, MN
  • 01/2019 → 10/2019
    Freedom Roads Llc
    Lincolnshire, IL
  • 02/2020 → 03/2020
    Iron Trail Motors
    Virginia, MN
  • 03/2017 → 01/2019
    Coates Rv
    Hugo, MN
  • 07/2002 → 03/2017
    Split Rock Consulting
    Johnson Creek, WI
  • 05/2020 → Present
    Woodbury, MN
  • 02/2022 → Present
    Mycelium Software
    Ponte Vedra Beach, FL
  • 03/2024 → Present
    Timber's Edge
    Eveleth, MN
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. Clear Image Press, Inc., Not Investment Related, 966 Puype Rd. Wrenshall MN 55797,Nature of Business (Specialty Printing), Position/Title (Partner), Start Date (2/22/2001) to present, 1 hours per month (0 of hours per month during securities trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-31
S63 Uniform Securities Agent State Law Examination 2020-07-20
  • S65 Uniform Investment Adviser Law Examination
    2021-03-31
  • S63 Uniform Securities Agent State Law Examination
    2020-07-20

View on SEC IAPD

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