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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-12-01
  • FL RA
    APPROVED
    Since 2021-12-01

Branch Locations

337 N Jebavy Drive Suite A, Ludington, MI 49431 • United States

1777 Tamiami Trail Suite 204, Port Charlotte, FL 33948 • 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 Port Charlotte FL 05/2019 Present
Primerica Financial Services Port Charlotte FL 01/2018 Present
Jaguar Landrover Treasure Coast Fort Pierce FL 03/2019 06/2019
Radical Cosmetics Fort Pierce FL 12/2018 03/2019
Swimfit & Fun Port St Lucie FL 01/2017 03/2019
Christi's Fitness Vero Beach FL 08/2018 03/2019
Fitness International Stuart FL 09/2013 02/2019
Ymca Treasure Coast Stuart FL 08/2015 03/2019
Jupiter Island Club Hobe Sound FL 10/2016 05/2018
Martin Memorial Stuart FL 02/2016 06/2018
Sailfish Point Stuart FL 10/2016 05/2017
Walgreens Venice FL 01/2021 03/2021
Whispering Oaks Campground Baldwin MI 04/2021 10/2025
H&R Block Ellenton FL 12/2023 Present
Intercruises Shoreside & Port Services Tampa FL 12/2023 10/2024
Intercruises Fort Lauderdale FL 10/2024 10/2025
Academy Ford Laurel MD 08/2026 Present
  • 05/2019 → Present
    Port Charlotte, FL
  • 01/2018 → Present
    Primerica Financial Services
    Port Charlotte, FL
  • 03/2019 → 06/2019
    Jaguar Landrover Treasure Coast
    Fort Pierce, FL
  • 12/2018 → 03/2019
    Radical Cosmetics
    Fort Pierce, FL
  • 01/2017 → 03/2019
    Swimfit & Fun
    Port St Lucie, FL
  • 08/2018 → 03/2019
    Christi's Fitness
    Vero Beach, FL
  • 09/2013 → 02/2019
    Fitness International
    Stuart, FL
  • 08/2015 → 03/2019
    Ymca Treasure Coast
    Stuart, FL
  • 10/2016 → 05/2018
    Jupiter Island Club
    Hobe Sound, FL
  • 02/2016 → 06/2018
    Martin Memorial
    Stuart, FL
  • 10/2016 → 05/2017
    Sailfish Point
    Stuart, FL
  • 01/2021 → 03/2021
    Walgreens
    Venice, FL
  • 04/2021 → 10/2025
    Whispering Oaks Campground
    Baldwin, MI
  • 12/2023 → Present
    H&R Block
    Ellenton, FL
  • 12/2023 → 10/2024
    Intercruises Shoreside & Port Services
    Tampa, FL
  • 10/2024 → 10/2025
    Intercruises
    Fort Lauderdale, FL
  • 08/2026 → Present
    Academy Ford
    Laurel, MD
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 2021-11-17
S63 Uniform Securities Agent State Law Examination 2020-07-29
  • S65 Uniform Investment Adviser Law Examination
    2021-11-17
  • S63 Uniform Securities Agent State Law Examination
    2020-07-29
Other Names
  • Valerie Gay Weichert
  • Valerie Gay Smith
  • Valerie Smith Kirchhoff

View on SEC IAPD

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