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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-07-25
  • NH RA
    APPROVED
    Since 2025-07-25

Branch Locations

41 Liberty Hill Rd Bldg 2 Unit 201, Henniker, NH 03242 • 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 Henniker NH 07/2024 Present
Pfs Investments Inc. Henniker NH 12/2024 Present
Brayton Energy Hampton NH 07/2017 07/2024
Brayton Energy Hampton NH 05/2017 07/2017
Unemployed Holden MA 02/2017 05/2017
Callahan & Montalto Site Construction Holden MA 09/2016 02/2017
Unemployed Holden MA 02/2016 09/2016
  • 07/2024 → Present
    Primerica Financial Services
    Henniker, NH
  • 12/2024 → Present
    Henniker, NH
  • 07/2017 → 07/2024
    Brayton Energy
    Hampton, NH
  • 05/2017 → 07/2017
    Brayton Energy
    Hampton, NH
  • 02/2017 → 05/2017
    Unemployed
    Holden, MA
  • 09/2016 → 02/2017
    Callahan & Montalto Site Construction
    Holden, MA
  • 02/2016 → 09/2016
    Unemployed
    Holden, MA
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 2025-07-01
S63 Uniform Securities Agent State Law Examination 2025-03-06
  • S65 Uniform Investment Adviser Law Examination
    2025-07-01
  • S63 Uniform Securities Agent State Law Examination
    2025-03-06

View on SEC IAPD

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