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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-04-01
TX RA APPROVED_RES 2023-03-06
  • WA RA
    APPROVED
    Since 2024-04-01
  • TX RA
    APPROVED_RES
    Since 2023-03-06

Branch Locations

1582 Moffett St Ste A, Salinas, CA 93905 • United States

6320 Evergreen Way Ste 207, Everett, WA 98203 • 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 Everett CA 10/2004 Present
Executive Inns San Jose CA 08/1985 12/2022
Pfs Investments Inc Everett CA 05/2005 Present
Campbell Inn Campbell CA 03/1995 12/2025
  • 10/2004 → Present
    Primerica Financial Services
    Everett, CA
  • 08/1985 → 12/2022
    Executive Inns
    San Jose, CA
  • 05/2005 → Present
    Everett, CA
  • 03/1995 → 12/2025
    Campbell Inn
    Campbell, CA
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. RK MANAGEMENT GROUP LLC, Owner, 07/2003 to present, Business Non-Operational, Entity Active with California Secretary of State, BOTHELL, WA 98011, Not investment related, 0 Hours Per Month (0 Hours Per Month During Securities Trading Hours)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-08-15
S63 Uniform Securities Agent State Law Examination 2005-06-28
  • S65 Uniform Investment Adviser Law Examination
    2011-08-15
  • S63 Uniform Securities Agent State Law Examination
    2005-06-28

View on SEC IAPD

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