Dana Hartwell Deer

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2020 → Present
  Pfs Investments Inc.
  Atlanta, GA
• 06/2019 → Present
  Primerica Financial Services
  Atlanta, GA
• 03/2002 → Present
  Treatwell Music And Entertainment, Inc.
  Atlanta, GA
• 01/2010 → 12/2018
  Keller Williams
  Atlanta, GA

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. Preston Arts, LLC., Not investment related, Atlanta, GA 30328, Managing Partner, 03/2020 to present, 10-20 hours committed per month, 10-20 hours per month during securities trading hours, Video production and artist booking. Treatwell Music and Entertainment, Inc., Not investment related, Atlanta, GA 30328, Sole Owner, President, 03/2002 to present, 10-20 hours committed per month, 10-20 hours per month during securities trading hours, Produce artistic multimedia products; Promote artistic events. Solar Fruit Productions, LLC., Not investment related, Atlanta, GA 30328, Managing Partner, 03/2019 to Present, 10-20 hours committed per month, 10-20 hours per month during securities trading hours), Produce artistic media, videos, and film.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-04
• S63 Uniform Securities Agent State Law Examination
  2022-04-28