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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-07-22
  • FL RA
    APPROVED
    Since 2019-07-22

Branch Locations

San Antonio, FL • United States

14497 N Dale Mabry Hwy Ste 240-J-1, Tampa, FL 33618 • 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. Tampa FL 03/2011 Present
Primerica Financial Services Tampa FL 04/2005 Present
  • 03/2011 → Present
    Tampa, FL
  • 04/2005 → Present
    Primerica Financial Services
    Tampa, 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. The Purpose Group, LLC., (1099), Investment Related, Wesley Chapel, FL33545, Owner, (03/2024) To Present, 160 Hours Committed Per Month (140 Hours During Securities Trading Hours), Legal Entity Formed Solely for Primerica Business Purposes.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-10-03
S63 Uniform Securities Agent State Law Examination 2006-10-21
  • S65 Uniform Investment Adviser Law Examination
    2014-10-03
  • S63 Uniform Securities Agent State Law Examination
    2006-10-21

View on SEC IAPD

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