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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2014-02-04
  • PA RA
    APPROVED
    Since 2014-02-04

Branch Locations

3805 Old Easton Rd, Doylestown, PA 18901 • 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. Doylestown PA 05/2013 Present
Primerica Financial Services Doylestown PA 04/2002 Present
  • 05/2013 → Present
    Doylestown, PA
  • 04/2002 → Present
    Primerica Financial Services
    Doylestown, PA
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. 01/2019 - Present: Metro Public Adjustment, Inc. Public Adjuster/Independent Contractor. Not Investment Related, Bensalem, Pa Eastern Pennsylvania Youth Soccer Association, 4070 Butler Pike Ste. 100, Plymouth Meeting, PA 19462, Youth Soccer Referee, Youth Soccer Referee, 0 Hours Per Month (0 Hours Per Month During Securities Trading Hours. Pennsylvania Interscholastic Athletic Association, Inc. (PIAA), Not investment related, Mechanicsburg, PA 17055, Soccer Referee (1099), 15 hours committed per month (4 hours during securities trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-12-30
S63 Uniform Securities Agent State Law Examination 2013-07-23
  • S65 Uniform Investment Adviser Law Examination
    2013-12-30
  • S63 Uniform Securities Agent State Law Examination
    2013-07-23

View on SEC IAPD

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