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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-10-30
  • MD RA
    APPROVED
    Since 2024-10-30

Branch Locations

5300 Westview Drive Suite 306, Frederick, MD 21703 • United States

Mt Airy, MD • 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 Frederick MD 01/1993 Present
Pfs Investments, Inc. Frederick MD 01/2008 Present
Frederick Keys Baseball Frederick MD 04/2011 03/2021
Clra Group,Llc. Springfield VA 12/2015 01/2017
  • 01/1993 → Present
    Primerica Financial Services
    Frederick, MD
  • 01/2008 → Present
    Frederick, MD
  • 04/2011 → 03/2021
    Frederick Keys Baseball
    Frederick, MD
  • 12/2015 → 01/2017
    Clra Group,Llc.
    Springfield, 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 2024-10-16
S63 Uniform Securities Agent State Law Examination 2004-09-23
  • S65 Uniform Investment Adviser Law Examination
    2024-10-16
  • S63 Uniform Securities Agent State Law Examination
    2004-09-23

View on SEC IAPD

Other Firms

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