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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-07-15
  • PA RA
    APPROVED
    Since 2021-07-15

Branch Locations

330 Linden Ave Suite 100, Hellertown, PA 18055 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pfs Investments Inc. Hellertown PA 11/2020 Present
Primerica Financial Services Hellertown PA 05/2009 Present
Ikea King Of Prussia PA 08/2019 12/2020
Ikea Conshohocken PA 05/2017 08/2019
Ikea Conshohocken PA 05/2014 05/2017
River Valley Waldorf School Upper Black Eddy PA 11/2021 Present
  • 11/2020 → Present
    Hellertown, PA
  • 05/2009 → Present
    Primerica Financial Services
    Hellertown, PA
  • 08/2019 → 12/2020
    Ikea
    King Of Prussia, PA
  • 05/2017 → 08/2019
    Ikea
    Conshohocken, PA
  • 05/2014 → 05/2017
    Ikea
    Conshohocken, PA
  • 11/2021 → Present
    River Valley Waldorf School
    Upper Black Eddy, 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. Wingmom Bucks County (1099), Not investment related, Wilmington, DE 19810, Nature of Business: Supporting families with tasks like babysitting/nannying, transportation, house cleaning, party set up/clean up, home organizing, light meal prep, and companionship for elderly folks, Independent Contractor, 80 hours committed per month (80 hours during securities trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-02
S63 Uniform Securities Agent State Law Examination 2020-12-18
  • S65 Uniform Investment Adviser Law Examination
    2021-07-02
  • S63 Uniform Securities Agent State Law Examination
    2020-12-18
Other Names
  • Danielle Louise Varnes
  • Danielle Louise Kulp

View on SEC IAPD

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