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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-05-10
  • MA RA
    APPROVED
    Since 2023-05-10

Branch Locations

232 Pleasant St Ste A, Methuen, MA 01844 • 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. Methuen MA 09/2019 Present
Primerica Financial Services Methuen MA 08/2017 Present
Tewksbury High Tewksbury MA 08/2014 06/2018
  • 09/2019 → Present
    Methuen, MA
  • 08/2017 → Present
    Primerica Financial Services
    Methuen, MA
  • 08/2014 → 06/2018
    Tewksbury High
    Tewksbury, MA
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 2023-04-13
S63 Uniform Securities Agent State Law Examination 2019-11-27
  • S65 Uniform Investment Adviser Law Examination
    2023-04-13
  • S63 Uniform Securities Agent State Law Examination
    2019-11-27
Other Names
  • Trevor Ivo Harris

View on SEC IAPD

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