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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2021-09-02
  • WA RA
    APPROVED
    Since 2021-09-02

Branch Locations

1321 Columbia Park Trail Ste C, Richland, WA 99352 • United States

Richland, WA • 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
Primerica Financial Services Richland VA 04/2020 Present
Pfs Investment Inc. Richland VA 01/2021 Present
Jlr Interiors Richland WA 03/2003 Present
Spencer Carlson Kennewick WA 08/2019 09/2021
Numerica Cu Kennewick WA 02/2018 10/2018
Homestreet Bank Kennewick WA 09/2015 02/2018
  • 04/2020 → Present
    Primerica Financial Services
    Richland, VA
  • 01/2021 → Present
    Pfs Investment Inc.
    Richland, VA
  • 03/2003 → Present
    Jlr Interiors
    Richland, WA
  • 08/2019 → 09/2021
    Spencer Carlson
    Kennewick, WA
  • 02/2018 → 10/2018
    Numerica Cu
    Kennewick, WA
  • 09/2015 → 02/2018
    Homestreet Bank
    Kennewick, WA
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. JLR Interiors, Non-Investment Related, Richland, WA, Self-Employed , 3/03 to Present, up to 15 hours per month (0 hours per month during securities trading hours). Ciprian Logistics Corp., owner, 09/2021 to present , nature of business: furniture delivery services, 6118 Loy Ct, Charlotte, NC 28214-4208, non-investment related, # of hours per month: 30 (15-30 hours per month during securities trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-21
S63 Uniform Securities Agent State Law Examination 2021-02-08
  • S65 Uniform Investment Adviser Law Examination
    2021-08-21
  • S63 Uniform Securities Agent State Law Examination
    2021-02-08
Other Names
  • Janet L Rodgers
  • Janet Rodgers
  • Janet Kelvington
  • Janet Krygier

View on SEC IAPD

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