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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2016-09-15
  • SC RA
    APPROVED
    Since 2016-09-15

Branch Locations

4500 Leeds Ave Ste 245 W-1, N Charleston, SC 29405 • 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 N Charleston SC 07/2016 Present
Pfs Investments Inc. N Charleston SC 08/2016 Present
Saint Benedict Catholic Church Mount Pleasant SC 01/2026 Present
  • 07/2016 → Present
    Primerica Financial Services
    N Charleston, SC
  • 08/2016 → Present
    N Charleston, SC
  • 01/2026 → Present
    Saint Benedict Catholic Church
    Mount Pleasant, SC
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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-06-22
S63 Uniform Securities Agent State Law Examination 2002-01-24
  • S65 Uniform Investment Adviser Law Examination
    2016-06-22
  • S63 Uniform Securities Agent State Law Examination
    2002-01-24
Other Names
  • Dawn Ann Iglesias
  • Dawn Ann Iglesias

View on SEC IAPD

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