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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2022-08-26
  • MI RA
    APPROVED
    Since 2022-08-26

Branch Locations

975 3 Mile Rd Nw Ste 100-A-1, Grand Rapids, MI 49544 • United States

Wyoming, MI • 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. Grand Rapids MI 03/2021 Present
Primerica Financial Services Grand Rapids MI 06/2018 Present
Golder Associates Gladstone MI 05/2018 09/2018
Michigan Technological University Houghton MI 08/2017 05/2018
Consumers Energy Cadillac MI 05/2017 08/2017
Michigan Technological University Houghton MI 08/2016 05/2017
  • 03/2021 → Present
    Grand Rapids, MI
  • 06/2018 → Present
    Primerica Financial Services
    Grand Rapids, MI
  • 05/2018 → 09/2018
    Golder Associates
    Gladstone, MI
  • 08/2017 → 05/2018
    Michigan Technological University
    Houghton, MI
  • 05/2017 → 08/2017
    Consumers Energy
    Cadillac, MI
  • 08/2016 → 05/2017
    Michigan Technological University
    Houghton, MI
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. Uber, not investment related, 1455 Market Street, Suite 400, San Francisco, CA 94103, Driver (1099), 80 hours committed per month (20 hours during securities trading hours) Uber, not investment related, Wyoming, MI 49509, Driver (1099), 11/2022 to present, 160 hours committed per month (100 hours during securities trading hours

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-22
S63 Uniform Securities Agent State Law Examination 2021-05-13
  • S65 Uniform Investment Adviser Law Examination
    2022-08-22
  • S63 Uniform Securities Agent State Law Examination
    2021-05-13

View on SEC IAPD

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