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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2011-07-21
  • CT RA
    APPROVED
    Since 2011-07-21

Branch Locations

9 Old Windsor Rd Ste D, Bloomfield, CT 06002 • United States

Bloomfield, CT • 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 Bloomfield CT 07/2005 Present
Pfs Investments Inc. Bloomfield CT 10/2005 Present
  • 07/2005 → Present
    Primerica Financial Services
    Bloomfield, CT
  • 10/2005 → Present
    Bloomfield, CT
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. KMJ LLC, Silent partner since 10/2005 - rental property

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-02-01
S63 Uniform Securities Agent State Law Examination 2005-12-17
  • S65 Uniform Investment Adviser Law Examination
    2011-02-01
  • S63 Uniform Securities Agent State Law Examination
    2005-12-17

View on SEC IAPD

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