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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2021-09-29
  • UT RA
    APPROVED
    Since 2021-09-29

Branch Locations

1487 S Silicon Way Suite A-4-A, St George, UT 84770 • United States

1180 N Mountain Springs Pkwy Ste 204-A, Springville, UT 84663 • 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. Springville UT 03/2021 Present
Southern Utah University Cedar City UT 01/2016 Present
Primerica Financial Services Springville UT 07/2020 Present
Lydia Feild Music Lessons Cedar City UT 01/2017 Present
Cedar Music Store And Studio Cedar City UT 08/2014 12/2016
Neil Simon Festival Cedar City UT 06/2017 08/2017
Neil Simon Festival Cedar City UT 08/2019 08/2019
  • 03/2021 → Present
    Springville, UT
  • 01/2016 → Present
    Southern Utah University
    Cedar City, UT
  • 07/2020 → Present
    Primerica Financial Services
    Springville, UT
  • 01/2017 → Present
    Lydia Feild Music Lessons
    Cedar City, UT
  • 08/2014 → 12/2016
    Cedar Music Store And Studio
    Cedar City, UT
  • 06/2017 → 08/2017
    Neil Simon Festival
    Cedar City, UT
  • 08/2019 → 08/2019
    Neil Simon Festival
    Cedar City, UT
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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-07
S63 Uniform Securities Agent State Law Examination 2021-05-05
  • S65 Uniform Investment Adviser Law Examination
    2021-09-07
  • S63 Uniform Securities Agent State Law Examination
    2021-05-05

View on SEC IAPD

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