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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2024-08-20
  • NH RA
    APPROVED
    Since 2024-08-20

Branch Locations

41 Liberty Hill Rd Bldg 2 Unit 201, Henniker, NH 03242 • 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
Ride Gannon Bedford NH 11/2022 07/2023
Pfs Office Of Cassandra Sweatt Concord NH 08/2020 12/2022
Credit Adjustment Inc Manchester NH 10/2016 09/2020
Primerica Financial Services Concord NH 05/2019 10/2023
Monroe Staffing Manchester NH 10/2016 10/2016
Unemployed Reno NV 09/2016 10/2016
Malek Property Management Reno NV 12/2013 09/2016
Student Transportation Of America Bedford NH 07/2023 08/2024
Pfs Investments Inc Concord NH 06/2020 10/2023
Pfs Investments Inc. Henniker NH 08/2024 Present
Primerica Financial Services Henniker NH 05/2019 Present
Scott Dutton Londonderry NH 09/2024 Present
  • 11/2022 → 07/2023
    Ride Gannon
    Bedford, NH
  • 08/2020 → 12/2022
    Pfs Office Of Cassandra Sweatt
    Concord, NH
  • 10/2016 → 09/2020
    Credit Adjustment Inc
    Manchester, NH
  • 05/2019 → 10/2023
    Primerica Financial Services
    Concord, NH
  • 10/2016 → 10/2016
    Monroe Staffing
    Manchester, NH
  • 09/2016 → 10/2016
    Unemployed
    Reno, NV
  • 12/2013 → 09/2016
    Malek Property Management
    Reno, NV
  • 07/2023 → 08/2024
    Student Transportation Of America
    Bedford, NH
  • 06/2020 → 10/2023
    Concord, NH
  • 08/2024 → Present
    Henniker, NH
  • 05/2019 → Present
    Primerica Financial Services
    Henniker, NH
  • 09/2024 → Present
    Scott Dutton
    Londonderry, NH
Previous Registrations
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. Erika Doyle, Investment related, Manchester, NH 03104, Office Manager (1099), 10/2023 to present, 40 hours committed per month (20 hours committed during securities trading hours), office duties for Primerica RVP. Notary Public, non-investment related, Manchester, NH 03104, non-compensated, 02/2021 to present, 1 hour committed per month (0 hours committed during securities trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-04
S63 Uniform Securities Agent State Law Examination 2020-08-31
  • S65 Uniform Investment Adviser Law Examination
    2021-08-04
  • S63 Uniform Securities Agent State Law Examination
    2020-08-31
Other Names
  • Julie Lawson
  • Julie Hagala
  • Jules Lawson
  • Julie Ellen Hagala

View on SEC IAPD

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