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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2011-08-02
  • MA RA
    APPROVED
    Since 2011-08-02

Branch Locations

132 Central St Suite 205, Foxboro, MA 02035 • United States

Mansfield, MA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Primerica Financial Services Foxboro MA 02/1990 Present
Pfs Investments Inc. Foxboro MA 02/1990 Present
  • 02/1990 → Present
    Primerica Financial Services
    Foxboro, MA
  • 02/1990 → Present
    Foxboro, 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. Notary used a few times each year for activities unrelated to Primerica business

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-03-23
S63 Uniform Securities Agent State Law Examination 1990-03-23
  • S65 Uniform Investment Adviser Law Examination
    2011-03-23
  • S63 Uniform Securities Agent State Law Examination
    1990-03-23

View on SEC IAPD

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