Best Investors
Account
Sign in
Best Investors
Account
Sign in
1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-09-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Longmont | CO | 01/2021 | 12/2022 |
| Primerica Financial Services | Longmont | CO | 09/1997 | Present |
| Thomas Kapaun, Inc | Berthoud | CO | 01/1997 | Present |
| Self | Berthoud | CO | 06/2006 | 02/2020 |
| Pfs Investments Inc. | Longmont | CO | 02/2024 | 10/2024 |
| Pfs Investments Inc. | Longmont | CO | 03/2025 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-09 |
Reach out to this advisor