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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2021-12-01
TX RA APPROVED_RES 2019-01-30
  • WA RA
    APPROVED
    Since 2021-12-01
  • TX RA
    APPROVED_RES
    Since 2019-01-30

Branch Locations

601 Main St Ste 408, Vancouver, WA 98660 • United States

Vancouver, WA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Primerica Financial Services Vancouver WA 05/1995 Present
Pfs Investments Inc. Vancouver WA 06/1995 Present
Landmark Financial Group Vancouver WA 12/2024 Present
  • 05/1995 → Present
    Primerica Financial Services
    Vancouver, WA
  • 06/1995 → Present
    Vancouver, WA
  • 12/2024 → Present
    Landmark Financial Group
    Vancouver, WA
Other Businesses

Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. As of 12/05/2024 these sales activities will be conducted under the D/B/A of Landmark Financial Group. 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. William Scofield Galler, LLC., Not investment related, Vancouver, WA 98661, Owner, Partner, LLC Member, 06/2025 to Present, 0 hours committed per month (0 hours during securities trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-04-01
S63 Uniform Securities Agent State Law Examination 1995-09-27
  • S65 Uniform Investment Adviser Law Examination
    2014-04-01
  • S63 Uniform Securities Agent State Law Examination
    1995-09-27

View on SEC IAPD

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