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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-06
  • CA RA
    APPROVED
    Since 2025-01-06

Branch Locations

1230 High St Ste 118D, Auburn, CA 95603 • 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
Ftb Sacramento CA 01/1992 Present
Hd Vest Investment Securities Sacramento CA 09/2002 10/2016
Us Treasury / Irs Sacramento CA 06/2010 07/2022
Farmers Insurance Folsom CA 10/2018 06/2019
Farmers Financial Solutions Folsom CA 10/2018 06/2019
H.D. Vest Investment Securities, Inc. Springs CA 10/2002 10/2016
Pfs Investments Inc. Auburn CA 06/2021 Present
Primerica Financial Services Auburn CA 12/1999 Present
Hd Vest Dallas TX 10/2002 10/2016
Farmers Financial Solutions Folsom CA 10/2017 06/2019
Century 21 El Dorado Hills CA 07/2018 Present
Golden Gate University San Francisco CA 09/2022 Present
Sacramento State University Sacramento CA 08/2024 Present
  • 01/1992 → Present
    Ftb
    Sacramento, CA
  • 09/2002 → 10/2016
    Hd Vest Investment Securities
    Sacramento, CA
  • 06/2010 → 07/2022
    Us Treasury / Irs
    Sacramento, CA
  • 10/2018 → 06/2019
    Farmers Insurance
    Folsom, CA
  • 10/2018 → 06/2019
    Farmers Financial Solutions
    Folsom, CA
  • 10/2002 → 10/2016
    H.D. Vest Investment Securities, Inc.
    Springs, CA
  • 06/2021 → Present
    Auburn, CA
  • 12/1999 → Present
    Primerica Financial Services
    Auburn, CA
  • 10/2002 → 10/2016
    Hd Vest
    Dallas, TX
  • 10/2017 → 06/2019
    Farmers Financial Solutions
    Folsom, CA
  • 07/2018 → Present
    Century 21
    El Dorado Hills, CA
  • 09/2022 → Present
    Golden Gate University
    San Francisco, CA
  • 08/2024 → Present
    Sacramento State University
    Sacramento, CA
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. Century 21, Real Estate Sales, Real Estate Agent, 06/2018 start, 3-4 hours/month mostly weekend hours, minimal activity at this time. Muller & Associates, Not investment related, Shingle Springs, CA 95682, Partner, 09/2023 to present, 20 hours committed per month (20 hours during securities trading hours), CPA handling tax prep and accounting.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-03-07
  • S63 Uniform Securities Agent State Law Examination
    1994-03-07
Designations
Other Names
  • Donna Marie Muller
  • Donna Marie Cirelli
  • Donna Marie Cirelli-Muller
  • Donna Marie Muller
  • Donna Marie Cirelli-Muller

View on SEC IAPD

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