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William Everett Todd

Pfs Investments Inc.

Houston, TX

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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2012-03-22
  • TX RA
    APPROVED
    Since 2012-03-22

Branch Locations

15150 Middlebrook Drive Ste. B, Houston, TX 77058-1210 • 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
Datacom Design Group Houston TX 03/2007 10/2022
Primerica Financial Services Houston TX 10/2006 Present
Pfs Investments, Inc. Houston TX 01/2009 Present
  • 03/2007 → 10/2022
    Datacom Design Group
    Houston, TX
  • 10/2006 → Present
    Primerica Financial Services
    Houston, TX
  • 01/2009 → Present
    Houston, TX
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 2012-02-07
S63 Uniform Securities Agent State Law Examination 2009-03-28
  • S65 Uniform Investment Adviser Law Examination
    2012-02-07
  • S63 Uniform Securities Agent State Law Examination
    2009-03-28

View on SEC IAPD

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