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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-01-25
  • FL RA
    APPROVED
    Since 2022-01-25

Branch Locations

1855 Chicago Ave Ste A, Riverside, CA 92507 • United States

8191 College Pkwy Suite 305-E, Fort Myers, FL 33919 • 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. Fort Myers FL 09/2021 Present
Primerica Financial Services Fort Myers FL 05/2014 Present
Self-Employed Royal Palm Beach FL 01/2007 Present
Hr Block Wellington FL 01/2020 04/2020
Hr Block Royal Palm Beach FL 09/2018 04/2019
Oasis Outsourcing West Palm Beach FL 03/2017 08/2018
Palm Beach County School District West Palm Beach FL 08/2016 02/2017
Palm Beach State College Lake Worth FL 10/2020 08/2021
  • 09/2021 → Present
    Fort Myers, FL
  • 05/2014 → Present
    Primerica Financial Services
    Fort Myers, FL
  • 01/2007 → Present
    Self-Employed
    Royal Palm Beach, FL
  • 01/2020 → 04/2020
    Hr Block
    Wellington, FL
  • 09/2018 → 04/2019
    Hr Block
    Royal Palm Beach, FL
  • 03/2017 → 08/2018
    Oasis Outsourcing
    West Palm Beach, FL
  • 08/2016 → 02/2017
    Palm Beach County School District
    West Palm Beach, FL
  • 10/2020 → 08/2021
    Palm Beach State College
    Lake Worth, 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. Tax Preparer, Not investment related, Royal Palm Beach FL 33411, Nature: Tax Business, Position: Self-employed, Start date: 01/2021 to Present, 5 hours per month, 1 hour during securities trading hours during tax season from February to April. Service Desk Analyst, Not Investment related, Royal Palm Beach FL 33411, Nature: Computer/Software/Electronic Repair & Assistance, Position: Self-employed, Start date: 01/2007 to Present, 16 hours per month (8 hours during securities trading hours). Notary, Not investment related, 3314 Brinely Pl Royal Palm Beach FL 33411, Nature: Notary services, Position: Self-employed, 10/2018 to Present, 1 hour per month (1 during securities trading hours). Briteco (1099), Not investment related, Evanston, IL 60201, Nature: Jewelry insurance, Position: Insurance agent, 02/2024 to Present, 0 hours committed per month (0 hours during securities trading hours). All State Bail Bonds, LLC. (1099), Not investment related, West Palm Beach, FL 33406, Nature: Bail bonds, Position: Bail bond agent, 07/2024 to Present, 12 hours committed per month (0 hours during securities trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-29
S63 Uniform Securities Agent State Law Examination 2021-11-06
  • S65 Uniform Investment Adviser Law Examination
    2021-11-29
  • S63 Uniform Securities Agent State Law Examination
    2021-11-06

View on SEC IAPD

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