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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2012-10-01
  • VA RA
    APPROVED
    Since 2012-10-01

Branch Locations

Stephenson, VA • United States

44679 Endicott Drive Suite 306-A, Ashburn, VA 20147 • 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 Ashburn VA 06/1992 Present
Pfs Investments Inc. Ashburn VA 12/1992 Present
  • 06/1992 → Present
    Primerica Financial Services
    Ashburn , VA
  • 12/1992 → Present
    Ashburn, VA
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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-05-18
S63 Uniform Securities Agent State Law Examination 1993-02-10
  • S65 Uniform Investment Adviser Law Examination
    2011-05-18
  • S63 Uniform Securities Agent State Law Examination
    1993-02-10
Other Names
  • Bill Wallace

View on SEC IAPD

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