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David Anthony Lee

Pfs Investments Inc.

Smyrna, GA

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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2020-10-28
  • GA RA
    APPROVED
    Since 2020-10-28

Branch Locations

2400 Herodian Way Se Ste110-C, Smyrna, GA 30080 • 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. Smyrna GA 11/2019 Present
Unemployed Marietta GA 03/2019 06/2019
Primerica Financial Services Smyrna GA 08/1988 Present
Teradata Corporation San Diego CA 11/2007 03/2019
Sykes Enterprises, Inc. Tampa FL 07/2020 10/2020
Kelly Education Services Troy MI 11/2020 07/2021
Marietta City Schools Marietta GA 07/2021 05/2022
Epiq Systems Atlanta GA 06/2022 Present
  • 11/2019 → Present
    Smyrna, GA
  • 03/2019 → 06/2019
    Unemployed
    Marietta, GA
  • 08/1988 → Present
    Primerica Financial Services
    Smyrna, GA
  • 11/2007 → 03/2019
    Teradata Corporation
    San Diego, CA
  • 07/2020 → 10/2020
    Sykes Enterprises, Inc.
    Tampa, FL
  • 11/2020 → 07/2021
    Kelly Education Services
    Troy, MI
  • 07/2021 → 05/2022
    Marietta City Schools
    Marietta, GA
  • 06/2022 → Present
    Epiq Systems
    Atlanta, GA
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. Uber, Not investment related, San Francisco, CA 94158, Driver (1099), 04/2026 to Present, 8 hours committed per month (0 hours during securities trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-15
S63 Uniform Securities Agent State Law Examination 2019-12-06
  • S65 Uniform Investment Adviser Law Examination
    2020-10-15
  • S63 Uniform Securities Agent State Law Examination
    2019-12-06

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