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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-22
  • FL RA
    APPROVED
    Since 2025-12-22

Branch Locations

2206 Se 3Rd Ave Ste A-1, Ocala, FL 34471 • United States

61 Ramapo Valley Rd Ste B-1, Mahwah, NJ 07430 • United States

Disclosures

2 disclosure categories 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 No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Pfs Investments Inc. Ocala FL 07/2025 Present
The Tax Cuttery Longwood FL 01/2021 Present
Primerica Financial Services Ocala FL 08/2016 Present
Jackson Hewitt Winter Park FL 09/2020 05/2022
Walt Disney Co Lake Buena Vista FL 06/2017 12/2020
Central Fl Inv Orlando FL 05/2014 06/2017
  • 07/2025 → Present
    Ocala, FL
  • 01/2021 → Present
    The Tax Cuttery
    Longwood, FL
  • 08/2016 → Present
    Primerica Financial Services
    Ocala, FL
  • 09/2020 → 05/2022
    Jackson Hewitt
    Winter Park, FL
  • 06/2017 → 12/2020
    Walt Disney Co
    Lake Buena Vista, FL
  • 05/2014 → 06/2017
    Central Fl Inv
    Orlando, FL
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. The Tax Cuttery, Not investment related, Longwood, FL 32750, Owner/Enrollment Agent, 01/2021 to Present, 160 hours a month (40 hours during securities trading hours). City of Winter Springs FL, Not investment related, Winter Springs, FL 32708, City Council, City Commissioner, 11/2024 to Present, Spends 4 hours per month (0 during securities trading hours). I-4 Corridor Real Estate Services,, LLC, Not investment related, Longwood, FL 32750, Real estate broker and instructor, Owner, Spends 10 hours per month (10 hours during securities trading hours). The EA Advantage, Not investment related, Winter Springs, FL 32708, Author, 02/2023 to Present, 1 hour per month ( 0 hours during securities trading hours).

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-07-18
S65 Uniform Investment Adviser Law Examination 2025-07-09
  • S63 Uniform Securities Agent State Law Examination
    2025-07-18
  • S65 Uniform Investment Adviser Law Examination
    2025-07-09
Other Names
  • Paul Diaz

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