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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-10-03
  • ID RA
    APPROVED
    Since 2025-10-03

Branch Locations

1404 N Main St Suite 202-B, Meridian, ID 83642 • 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 Meridian ID 08/2024 Present
Pfs Investments Inc. Meridian ID 08/2024 Present
State Farm Insurance Boise ID 10/2021 08/2024
Apex Windows Boise ID 06/2021 07/2021
Enterprise Rent-A-Car Reno NV 06/2019 05/2021
University Of Nevada, Reno Reno NV 08/2017 05/2021
Mkm & Associates Rohnert Park CA 05/2018 08/2018
Cardinal Newman Highschool Santa Rosa CA 08/2014 05/2017
Boise State University Boise ID 08/2021 05/2023
  • 08/2024 → Present
    Primerica Financial Services
    Meridian, ID
  • 08/2024 → Present
    Meridian, ID
  • 10/2021 → 08/2024
    State Farm Insurance
    Boise, ID
  • 06/2021 → 07/2021
    Apex Windows
    Boise, ID
  • 06/2019 → 05/2021
    Enterprise Rent-A-Car
    Reno, NV
  • 08/2017 → 05/2021
    University Of Nevada, Reno
    Reno, NV
  • 05/2018 → 08/2018
    Mkm & Associates
    Rohnert Park, CA
  • 08/2014 → 05/2017
    Cardinal Newman Highschool
    Santa Rosa, CA
  • 08/2021 → 05/2023
    Boise State University
    Boise, ID
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 2025-09-23
S63 Uniform Securities Agent State Law Examination 2024-10-04
  • S65 Uniform Investment Adviser Law Examination
    2025-09-23
  • S63 Uniform Securities Agent State Law Examination
    2024-10-04
Other Names
  • Katy Dellera

View on SEC IAPD

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