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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-01-31
  • PA RA
    APPROVED
    Since 2022-01-31

Branch Locations

7310 Tilghman Street Suite 500, Allentown, PA 18106 • 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. Allentown PA 03/2021 Present
Primerica Financial Services Allentown PA 07/2020 Present
Jacobs Valley Farm Hanover PA 10/2016 Present
Penn Township Police Dept Hanover PA 07/2006 Present
Blue Mountain Financial Group Allentown PA 04/2023 Present
  • 03/2021 → Present
    Allentown, PA
  • 07/2020 → Present
    Primerica Financial Services
    Allentown, PA
  • 10/2016 → Present
    Jacobs Valley Farm
    Hanover, PA
  • 07/2006 → Present
    Penn Township Police Dept
    Hanover, PA
  • 04/2023 → Present
    Blue Mountain Financial Group
    Allentown, PA
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. Jacobs Valley Farm, Partner, nature of business: livestock, November 2016 to present, non investment related, Hanover, PA, total # hours per month, 200 (hours vary during securities trading hours)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-21
S63 Uniform Securities Agent State Law Examination 2021-04-08
  • S65 Uniform Investment Adviser Law Examination
    2022-01-21
  • S63 Uniform Securities Agent State Law Examination
    2021-04-08
Other Names
  • Travis Christian Shearer

View on SEC IAPD

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