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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-01-09
  • FL RA
    APPROVED
    Since 2020-01-09

Branch Locations

1905 S 25Th St Ste 200-J, Fort Pierce, FL 34947 • United States

Port Saint Lucie, FL • 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. Fort Pierce FL 01/2014 Present
Primerica Financial Services Fort Pierce FL 01/2009 Present
  • 01/2014 → Present
    Fort Pierce, FL
  • 01/2009 → Present
    Primerica Financial Services
    Fort Pierce, FL
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. Millennials Mentorship Champion LLC, investment related, 1905 S 25th Street, Ste 200 J, Fort Pierce, FL 34947, Primerica business purposes, Owner, January 2016 to Present, 240 hours per month (140 hours per month during securities trading hours), legal entity formed solely for Primerica purposes. Millennials Mentorship Champion LLC, investment related, Fort Pierce, FL 34947, Owner, Notary public, 06/2023 to Present, 5 hours committed per month (0 hours per month during securities trading hours). Hi Innovation Inc, not investment related, Port St. Lucie, FL 34983, President, 04/2024 to Present, 20 hours committed per month (0 hours during securities trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-14
S63 Uniform Securities Agent State Law Examination 2018-05-29
  • S65 Uniform Investment Adviser Law Examination
    2019-12-14
  • S63 Uniform Securities Agent State Law Examination
    2018-05-29

View on SEC IAPD

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