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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2021-10-27
  • GA RA
    APPROVED
    Since 2021-10-27

Branch Locations

6815 Forest Park Drive Unit 124, Savannah, GA 31406 • United States

Savannah, GA • 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 Savannah GA 06/1994 Present
Pfs Investments Inc. Savannah GA 12/1994 Present
  • 06/1994 → Present
    Primerica Financial Services
    Savannah, GA
  • 12/1994 → Present
    Savannah, GA
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 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. Wright Wealth Builders, LLC, Not Investment Related, 3 Sandlewood Court Savannah, GA 31405, Owner, January 2021 to Present, 0 hours per month (0 hours per month during securities trading hours), legal entity formed solely for real estate purchases. 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 2021-10-18
S63 Uniform Securities Agent State Law Examination 1995-02-03
  • S65 Uniform Investment Adviser Law Examination
    2021-10-18
  • S63 Uniform Securities Agent State Law Examination
    1995-02-03

View on SEC IAPD

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