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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-08-31
  • PA RA
    APPROVED
    Since 2021-08-31

Branch Locations

319 Thomson Park Dr, Cranberry Twp, PA 16066 • 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. Cranberry Twp PA 01/2014 Present
Primerica Financial Services Cranberry Twp PA 05/2013 Present
John Craig Bookkeeping And Tax Preparation Pittsburgh PA 02/2012 Present
Sams Club Pittsburgh PA 07/2005 09/2018
  • 01/2014 → Present
    Cranberry Twp, PA
  • 05/2013 → Present
    Primerica Financial Services
    Cranberry Twp, PA
  • 02/2012 → Present
    John Craig Bookkeeping And Tax Preparation
    Pittsburgh, PA
  • 07/2005 → 09/2018
    Sams Club
    Pittsburgh, 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. Bookkeeping & Tax Professional, Self Employed, 40 hours a month devoted, Prepare Tax Returns and keep books for Businesses, Not Investment Related, Ambridge, Pennsylvania 15003, Owner/Ownership, 10 hours committed per month, 10 hours during securities trading hours. Craig Jr Enterprises, LLC., Not investment related, Ambridge, PA 15003, Nature of Business: eCommerce, selling retail goods such as grills, smokers, outside BBQ, Position/Title: Owner, 12/2025 to Present, 20 hours committed per month (0 hours during securities trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-21
S63 Uniform Securities Agent State Law Examination 2014-05-28
  • S65 Uniform Investment Adviser Law Examination
    2021-08-21
  • S63 Uniform Securities Agent State Law Examination
    2014-05-28

View on SEC IAPD

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