Linwood Allen Giles

Current Employers

Pfs Investments Inc.

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2020-06-30

PA RA
APPROVED

Since 2020-06-30

Branch Locations

Gilbertsville, PA • United States

7310 Tilghman Street Suite 500, Allentown, PA 18106 • 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

Organization	City	State	From	To
Pfs Investments	Allentown	PA	08/2019	Present
Primerica Financial Services	Allentown	PA	08/2014	Present
St Matthews Evangelical Congregational Church	Emmaus	PA	07/2011	Present
Blue Mountain Financial Group	Allentown	PA	09/2020	Present

08/2019 → Present

Pfs Investments

Allentown, PA
08/2014 → Present

Primerica Financial Services

Allentown, PA
07/2011 → Present

St Matthews Evangelical Congregational Church

Emmaus, PA
09/2020 → Present

Blue Mountain Financial Group

Allentown, PA

Other Businesses

Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. As of 09/14/2020 these sales activities will be conducted under the D/B/A of Blue Mountain Financial Group. 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

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-06-19
S63	Uniform Securities Agent State Law Examination	2019-10-21

S65 Uniform Investment Adviser Law Examination

2020-06-19
S63 Uniform Securities Agent State Law Examination

2019-10-21