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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-02-05
  • PA RA
    APPROVED
    Since 2026-02-05

Branch Locations

1098 Washington Crossing Rd Suite 3B, Washington Crossing, PA 18977 • 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 Washington Crossing PA 10/2023 Present
Pfs Investments Inc. Washington Crossing PA 01/2025 Present
Hsbc Technology And Services Usa Inc. Jersey City NJ 08/2019 05/2023
Rbeck Design Company Llc Jeffersonville NY 01/2017 Present
Hsbc Bank, Na Jersey City NJ 09/2011 01/2017
  • 10/2023 → Present
    Primerica Financial Services
    Washington Crossing , PA
  • 01/2025 → Present
    Washington Crossing , PA
  • 08/2019 → 05/2023
    Hsbc Technology And Services Usa Inc.
    Jersey City, NJ
  • 01/2017 → Present
    Rbeck Design Company Llc
    Jeffersonville, NY
  • 09/2011 → 01/2017
    Hsbc Bank, Na
    Jersey City, NJ
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. RBeck Design Company LLC (1099); Not investment related, Jeffersonville, NY 12748, Owner, 05/2011 to Present, 70 hours a month (60 hours during securities trading hours). Bethel Pastures LLC; Not investment related, Jeffersonville, NY 12748, Owner/Sole member, 07/2007 to Present, 40 hours a month (6 hours during securities trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-04
S63 Uniform Securities Agent State Law Examination 2025-02-03
  • S65 Uniform Investment Adviser Law Examination
    2025-12-04
  • S63 Uniform Securities Agent State Law Examination
    2025-02-03
Other Names
  • Rochelle Beck

View on SEC IAPD

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