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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-07
  • FL RA
    APPROVED
    Since 2025-01-07

Branch Locations

7501 Wiles Rd Suite 205-B, Coral Springs, FL 33067 • 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 Coral Springs FL 10/1991 Present
Pfs Investments Inc. Coral Springs FL 07/2008 Present
Crossmark Inc. Plano TX 03/2013 01/2022
Christ Methodist Miami FL 06/2013 08/2022
Hello Florida Hollywood FL 01/2024 Present
Pra Chicago IL 01/2024 Present
  • 10/1991 → Present
    Primerica Financial Services
    Coral Springs, FL
  • 07/2008 → Present
    Coral Springs, FL
  • 03/2013 → 01/2022
    Crossmark Inc.
    Plano, TX
  • 06/2013 → 08/2022
    Christ Methodist
    Miami, FL
  • 01/2024 → Present
    Hello Florida
    Hollywood, FL
  • 01/2024 → Present
    Pra
    Chicago, IL
Previous Registrations
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. Cream of the Crop Events, not investment related, Laborer, 10/2022 to present, 11135 SW 57TH CT., Cooper City, FL 33328, 1 hour committed per month, 1 hour during securities trading hours, compensation,1099, Nature of the business, Event Management Company. Raceday Professionals, not investment related, 1555 Estancia Cir., Weston, FL 33327, Laborer, 09/2022 to present, 15 hours per month (15 hours during securities trading hours). Ethos Collective, (1099), Not Investment Related, Hollywood, FL 33020, Travel Guide, 01/2024 to present, 10 hours committed per month, 4 hours during securities trading hours. CSI DMC, (1099), Not Investment Related, Dania Beach, FL 33004, Travel Guide, 01/2024 to present, 10 hours committed per month, 4 hours during securities trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-05-04
S63 Uniform Securities Agent State Law Examination 1993-06-11
  • S65 Uniform Investment Adviser Law Examination
    2011-05-04
  • S63 Uniform Securities Agent State Law Examination
    1993-06-11

View on SEC IAPD

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