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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2022-05-12
  • IN RA
    APPROVED
    Since 2022-05-12

Branch Locations

12700 Townepark Way Suite 203, Louisville, KY 40243 • United States

4666 West Jefferson Blvd Ste 145, Fort Wayne, IN 46804 • 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 Financial Services Fort Wayne IN 05/2007 Present
Pfs Investments Inc. Fort Wayne IN 01/2020 Present
Self Fort Wayne IN 09/2013 Present
Janice Mcgraw Louisville KY 07/2018 Present
  • 05/2007 → Present
    Primerica Financial Services
    Fort Wayne, IN
  • 01/2020 → Present
    Fort Wayne, IN
  • 09/2013 → Present
    Self
    Fort Wayne, IN
  • 07/2018 → Present
    Janice Mcgraw
    Louisville, KY
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. Spanish Translator, Not Investment Related, 5148 Truemper Way Apt 10 Fort Wayne IN 46835 , Nature of Business (Translator), Position/Title (Self-Employed), Start Date (09/2013) to Present, 120 hours per month (60 of hours per month during securities trading hours). RVP Janice McGraw, Not Investment Related, 10440 Bluegrass Pkwy Quantum Business Centre 2nd Floor Louisville KY 40299, Nature of Business (Primerica Office), Position/Title (Office Manager), Start Date (07/10/2019) to Present, 64 hours per month (64 of hours per month during securities trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-08
S63 Uniform Securities Agent State Law Examination 2020-08-10
  • S65 Uniform Investment Adviser Law Examination
    2022-04-08
  • S63 Uniform Securities Agent State Law Examination
    2020-08-10
Other Names
  • Carmen Hernandez

View on SEC IAPD

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