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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-12-12
MT RA APPROVED 2017-02-28
  • TX RA
    APPROVED_RES
    Since 2021-12-12
  • MT RA
    APPROVED
    Since 2017-02-28

Branch Locations

1327 Main St Ste 4B, Billings, MT 59105 • United States

Billings, MT • 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 Finanical Services Billings MT 02/2007 Present
Pfs Investments Inc. Billings MT 06/2009 Present
Aureus Medical Omaha NE 08/2015 06/2017
  • 02/2007 → Present
    Primerica Finanical Services
    Billings, MT
  • 06/2009 → Present
    Billings, MT
  • 08/2015 → 06/2017
    Aureus Medical
    Omaha, NE
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. happy Tummy Kusina, Not Investment Related, 1023 Lost View Drive, Billings MT 59105, Partner, 05/2022 to Present, 5 hours per month (0 hours per month during securities trading hours), Concession Food Trailer Digz Filipino Kitchen, Not Investment Related 1023 Lost View Drive, Billings MT 59105, Partner, 05/2022 to Present, 5 hours per month (0 hours per month during securities trading hours), Concession Food Trailer LPL Financial, Investment Related, Buffalo, WY 82834, Nature (Personal Brokerage Account), Position/Title (Client), S Tart Date (09/2022) To Present, 0 Hours Committed Per Month (0 Hours During Securities Trading Hours) Bite Me, 1023 Lost View Dr, Billings, Montana 59105, No Future Date, (0 Hours Committed Per Month (0 Hours During Securities Trading Hours, Owner, Non-Investment Related. DANT Bulkley, LLC, Not Investment Related, Billings, MT 59105, Nature of Business: Holding company for my crypto currency., Position/Title: Owner, 03/2026 to Present, 1 hours per month (0 of hours per month during securities trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-02-13
S63 Uniform Securities Agent State Law Examination 2009-10-12
  • S65 Uniform Investment Adviser Law Examination
    2017-02-13
  • S63 Uniform Securities Agent State Law Examination
    2009-10-12

View on SEC IAPD

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