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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2011-07-14
  • NH RA
    APPROVED
    Since 2011-07-14

Branch Locations

735 Chestnut St, Manchester, NH 03104 • United States

Manchester, NH • 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 Manchester NH 11/1991 Present
Pfs Investments Inc. Manchester NH 09/1992 Present
  • 11/1991 → Present
    Primerica Financial Services
    Manchester, NH
  • 09/1992 → Present
    Manchester, NH
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. Rental Property, Investment related, Manchester, NH 03104, Nature of Business: 3 Apartments and 1 residential home, Position: Partner, Start Date: 02/2024 to Present, 1 hour committed per month (1 hour during securities trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-04-25
S63 Uniform Securities Agent State Law Examination 1993-05-11
  • S65 Uniform Investment Adviser Law Examination
    2011-04-25
  • S63 Uniform Securities Agent State Law Examination
    1993-05-11

View on SEC IAPD

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