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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-10-23
CT RA APPROVED 2024-11-27
  • TX RA
    APPROVED_RES
    Since 2025-10-23
  • CT RA
    APPROVED
    Since 2024-11-27

Branch Locations

Danbury, CT • United States

12 Mill Plain Road Suite 6, Danbury, CT 06810 • 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. Danbury CT 07/2020 Present
Primerica Financial Services Danbury CT 12/2019 Present
Jcca Bronx NY 10/2017 10/2022
Devereux Rutland MA 08/2009 10/2017
  • 07/2020 → Present
    Danbury, CT
  • 12/2019 → Present
    Primerica Financial Services
    Danbury, CT
  • 10/2017 → 10/2022
    Jcca
    Bronx, NY
  • 08/2009 → 10/2017
    Devereux
    Rutland, MA
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. Affluent Consulting LLC, Investment Related, Danbury, CT, 06810, Primerica Business Purposes, Owner, 10/25/2023 to present, 0 hours per month (0 hours per month during securities trading hours), Legal Entity Formed Solely For Primerica Business Purposes.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-26
S63 Uniform Securities Agent State Law Examination 2020-07-31
  • S65 Uniform Investment Adviser Law Examination
    2021-11-26
  • S63 Uniform Securities Agent State Law Examination
    2020-07-31

View on SEC IAPD

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