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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2011-08-17
  • FL RA
    APPROVED
    Since 2011-08-17

Branch Locations

235 Ne 6Th Ave Unit E-B, Delray Beach, FL 33483 • United States

W Palm Beach, FL • 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 Delray Beach FL 01/1994 Present
Pfs Investments Inc. Delray Beach FL 11/1994 Present
  • 01/1994 → Present
    Primerica Financial Services
    Delray Beach, FL
  • 11/1994 → Present
    Delray Beach, FL
Other Businesses

2. OTTER LAKE HOA-VICE PRESIDENT 226 MALVERINE, LLC. 12/10/2004-PRESENT PARTNER LAKE PROPERTY 12/2005-PRESENT PARTNER OWNS COMM BLDG 1972-PRESENT OWNER 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 2011-04-04
S63 Uniform Securities Agent State Law Examination 2005-12-20
  • S65 Uniform Investment Adviser Law Examination
    2011-04-04
  • S63 Uniform Securities Agent State Law Examination
    2005-12-20

View on SEC IAPD

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