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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2026-02-26
  • ID RA
    APPROVED
    Since 2026-02-26

Branch Locations

Meridian, ID • United States

1404 N Main St Suite 202-B, Meridian, ID 83642 • United States

1038 N Maclay Ave Suite A, San Fernando, CA 91340 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pfs Investments Inc. Meridian IN 06/2015 Present
Primerica Financial Services Meridian IN 02/2006 Present
Us Census Bureau Los Angeles CA 05/2016 02/2019
Automobiles; Brake Testing Southgate MI 09/2017 11/2017
Bo Enterprises Glendale CA 07/2018 03/2020
Primerica Financial Services Duluth GA 06/2024 Present
  • 06/2015 → Present
    Meridian, IN
  • 02/2006 → Present
    Primerica Financial Services
    Meridian, IN
  • 05/2016 → 02/2019
    Us Census Bureau
    Los Angeles, CA
  • 09/2017 → 11/2017
    Automobiles; Brake Testing
    Southgate, MI
  • 07/2018 → 03/2020
    Bo Enterprises
    Glendale, CA
  • 06/2024 → Present
    Primerica Financial Services
    Duluth, GA
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. 07/2018-Present, Bo Enterprises - Home Improvement Sales, Glendale, CA.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-27
S63 Uniform Securities Agent State Law Examination 2015-06-24
  • S65 Uniform Investment Adviser Law Examination
    2025-05-27
  • S63 Uniform Securities Agent State Law Examination
    2015-06-24

View on SEC IAPD

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