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Shawna-Gaye Watts

Pfs Investments Inc.

Virginia Beach, VA

Danbury, CT

CRD 7270390

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Employer firm

Pfs Investments Inc. CRD 10111

$15.5B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2021-12-08
  • VA RA
    APPROVED
    Since 2021-12-08

Branch Locations

3634 S Plaza Trail Suite 103, Virginia Beach, VA 23452 • 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. Virginia Beach VA 07/2020 Present
Primerica Financial Services Virginia Beach VA 02/2020 Present
Kreatively Chic Events Virginia Beach VA 07/2017 Present
Strayer University Virginia Beach VA 01/2008 08/2017
Davcon Inc. Virginia Beach VA 05/2020 Present
  • 07/2020 → Present
    Virginia Beach, VA
  • 02/2020 → Present
    Primerica Financial Services
    Virginia Beach, VA
  • 07/2017 → Present
    Kreatively Chic Events
    Virginia Beach, VA
  • 01/2008 → 08/2017
    Strayer University
    Virginia Beach, VA
  • 05/2020 → Present
    Davcon Inc.
    Virginia Beach, VA
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. Kreatively Chic Events, LLC, Not Investment Related, 1242 Warwick Drive Virginia Beach, VA 23453, Owner, January 2017 to Present, 30 hours per month (0 hours per month during securities trading hours), legal entity formed solely for event planning business.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-13
S63 Uniform Securities Agent State Law Examination 2020-08-31
  • S65 Uniform Investment Adviser Law Examination
    2021-11-13
  • S63 Uniform Securities Agent State Law Examination
    2020-08-31
Other Names
  • Shawna-Gaye Briscoe-Mills
  • Shawna-Gaye Briscoe
  • Shawna-Gaye Terik Watts

View on SEC IAPD

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