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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-08-20
  • CO RA
    APPROVED
    Since 2025-08-20

Branch Locations

1023 39Th Ave Ste M, Greeley, CO 80634 • 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 Greeley CO 01/2025 Present
Pfs Investments Inc. Greeley CO 03/2025 Present
Jet Stream Systems Augusta KS 05/2024 02/2025
Unemployed Evans CO 02/2024 05/2024
Pro Impressions Marketing Ten Sleep WY 03/2018 02/2024
Unemployed Evans CO 02/2018 03/2018
King Of Freight 3Rd Part Logistics Wichita KS 07/2017 02/2018
Unemployed Evans CO 07/2017 07/2017
A New View Window Cleaning Loveland CO 10/2012 06/2017
  • 01/2025 → Present
    Primerica Financial Services
    Greeley, CO
  • 03/2025 → Present
    Greeley, CO
  • 05/2024 → 02/2025
    Jet Stream Systems
    Augusta, KS
  • 02/2024 → 05/2024
    Unemployed
    Evans, CO
  • 03/2018 → 02/2024
    Pro Impressions Marketing
    Ten Sleep, WY
  • 02/2018 → 03/2018
    Unemployed
    Evans, CO
  • 07/2017 → 02/2018
    King Of Freight 3Rd Part Logistics
    Wichita, KS
  • 07/2017 → 07/2017
    Unemployed
    Evans, CO
  • 10/2012 → 06/2017
    A New View Window Cleaning
    Loveland, CO
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. Stone and Oak Audio (1099), Not investment related, Greeley, CO, Contractor, 07/01/2023 to Present, maybe 40 hrs/year (maybe 20-30 hrs/year during securities trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-04
S63 Uniform Securities Agent State Law Examination 2025-05-08
  • S65 Uniform Investment Adviser Law Examination
    2025-08-04
  • S63 Uniform Securities Agent State Law Examination
    2025-05-08

View on SEC IAPD

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