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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2017-11-14
  • KS RA
    APPROVED
    Since 2017-11-14

Branch Locations

14497 N Dale Mabry Hwy Ste 240-K, Tampa, FL 33618 • United States

7301 W 129Th St Suite 100, Overland Park, KS 66213 • 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
Primerica Financial Services Overland Park KS 03/2004 Present
Pfs Investments Inc Overland Park KS 05/2013 Present
Bnsf Railway Topera KS 12/2014 07/2026
Prairie Band Casino & Resort Mayetta KS 07/2026 Present
  • 03/2004 → Present
    Primerica Financial Services
    Overland Park, KS
  • 05/2013 → Present
    Overland Park, KS
  • 12/2014 → 07/2026
    Bnsf Railway
    Topera, KS
  • 07/2026 → Present
    Prairie Band Casino & Resort
    Mayetta, KS
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 2017-10-30
S63 Uniform Securities Agent State Law Examination 2013-06-07
  • S65 Uniform Investment Adviser Law Examination
    2017-10-30
  • S63 Uniform Securities Agent State Law Examination
    2013-06-07

View on SEC IAPD

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