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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2011-08-25
  • TX RA
    APPROVED
    Since 2011-08-25

Branch Locations

1811 E 42Nd St, Odessa, TX 79762 • United States

Odessa, TX • 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 Odessa TX 01/1991 Present
Pfs Investments Inc. Odessa TX 12/1991 Present
  • 01/1991 → Present
    Primerica Financial Services
    Odessa, TX
  • 12/1991 → Present
    Odessa, TX
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. RV Park, Owner, not investment related, Odessa, TX, January 2018- Present. Wood working hobby, not investment related, 115 W 50th Street, Odessa, TX 79764, building epoxy river tables, Owner, 01/2021 to Present, 16 hours per month (0 hours during securities trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-03-25
S63 Uniform Securities Agent State Law Examination 1993-04-13
  • S65 Uniform Investment Adviser Law Examination
    2011-03-25
  • S63 Uniform Securities Agent State Law Examination
    1993-04-13

View on SEC IAPD

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