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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-02-06
  • FL RA
    APPROVED
    Since 2025-02-06

Branch Locations

2206 Se 3Rd Ave Ste A-2, Ocala, FL 34471 • 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. Ocala FL 07/2021 Present
Primerica Financial Services Ocala FL 07/2020 Present
Evolution Travel Las Vegas NV 01/2018 Present
Unemployed Palm Coast FL 06/2015 01/2018
Flagler Volunteer Services Palm Coast FL 05/2018 09/2019
Flagler Volunteer Services Palm Coast FL 09/2017 05/2018
  • 07/2021 → Present
    Ocala, FL
  • 07/2020 → Present
    Primerica Financial Services
    Ocala, FL
  • 01/2018 → Present
    Evolution Travel
    Las Vegas, NV
  • 06/2015 → 01/2018
    Unemployed
    Palm Coast, FL
  • 05/2018 → 09/2019
    Flagler Volunteer Services
    Palm Coast, FL
  • 09/2017 → 05/2018
    Flagler Volunteer Services
    Palm Coast, FL
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. Evolution Travel C/O Archer Travel, Position: Independent Agent, 01/2018 to Present, Not Investment Related. 2941 Foothill Blvd. La Crescenta, CA 91214. Nature of Business: Travel Service -book flights, hotels, cruises, etc for clients. hours committed per month: 0 as needed basis, number of hours during securities trading hours: 0 Evolution Travel , LLC , Not Investment Related, 6671 Las Vegas South Suit A D-210 Las Vegas, NV 89119, Independent Representative, January 2018 to Present, 0 hours per month, ( 0 hours per month during securities trading hours)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-27
S63 Uniform Securities Agent State Law Examination 2021-08-02
  • S65 Uniform Investment Adviser Law Examination
    2024-12-27
  • S63 Uniform Securities Agent State Law Examination
    2021-08-02
Other Names
  • Geri Ann Jones
  • Geri Ann Scott

View on SEC IAPD

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