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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AK RA APPROVED 2022-12-19
  • AK RA
    APPROVED
    Since 2022-12-19

Branch Locations

341 W Tudor Road Ste 204, Anchorage, AK 99503 • United States

14330 Strausie Lane Ste B, Conroe, TX 77302 • 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
Pfs Investments Inc. Anchorage AK 12/2005 Present
Primerica Financial Services Anchorage AK 08/2005 Present
  • 12/2005 → Present
    Anchorage, AK
  • 08/2005 → Present
    Primerica Financial Services
    Anchorage, AK
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. 10/2021-Present, Instacart, Shopper,50 Beale Street #600 San Francisco, Spends 0 Hours Per Month on Outside Business, Spends 0 Hours Per Month on Outside Business During Trading Hours

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-05-03
S63 Uniform Securities Agent State Law Examination 2006-02-18
  • S65 Uniform Investment Adviser Law Examination
    2013-05-03
  • S63 Uniform Securities Agent State Law Examination
    2006-02-18

View on SEC IAPD

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