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Brian Claude Sherwood

Pfs Investments Inc.

San Diego, CA

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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-09-28
  • CA RA
    APPROVED
    Since 2021-09-28

Branch Locations

2615 Camino Del Rio S Suite 401-A, San Diego, CA 92108 • 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 San Diego CA 07/2005 Present
Pfs Investments Inc. San Diego CA 03/2006 Present
Aerotek San Marcos CA 02/2017 06/2017
Mercury Defense Systems Cypress CA 08/2017 Present
Unemployment Escondido CA 06/2017 08/2017
Unemployment Escondido CA 04/2016 01/2017
  • 07/2005 → Present
    Primerica Financial Services
    San Diego, CA
  • 03/2006 → Present
    San Diego, CA
  • 02/2017 → 06/2017
    Aerotek
    San Marcos, CA
  • 08/2017 → Present
    Mercury Defense Systems
    Cypress, CA
  • 06/2017 → 08/2017
    Unemployment
    Escondido, CA
  • 04/2016 → 01/2017
    Unemployment
    Escondido, CA
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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-03
S63 Uniform Securities Agent State Law Examination 2006-03-10
  • S65 Uniform Investment Adviser Law Examination
    2021-09-03
  • S63 Uniform Securities Agent State Law Examination
    2006-03-10

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