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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2019-06-28
  • KS RA
    APPROVED
    Since 2019-06-28

Branch Locations

5440 W 110Th Street Suite 300 Office 3087, Overland Park, KS 66211 • United States

Overland Park, KS • 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 Overland Park KS 08/1991 Present
Pfs Investments Inc. Overland Park KS 04/1992 Present
  • 08/1991 → Present
    Primerica Financial Services
    Overland Park, KS
  • 04/1992 → Present
    Overland Park, KS
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. Appreciate The World, Inc., Co-author of book.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-06-07
S63 Uniform Securities Agent State Law Examination 1992-05-04
  • S65 Uniform Investment Adviser Law Examination
    2011-06-07
  • S63 Uniform Securities Agent State Law Examination
    1992-05-04

View on SEC IAPD

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