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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

2941 Sunrise Blvd Ste 260-C, Rancho Cordova, CA 95742 • 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. Sacramento CA 12/2013 Present
California Transplant Donor Network Oakland CA 02/2013 Present
Primerica Financial Services Sacramento CA 05/2012 Present
  • 12/2013 → Present
    Sacramento, CA
  • 02/2013 → Present
    California Transplant Donor Network
    Oakland, CA
  • 05/2012 → Present
    Primerica Financial Services
    Sacramento, 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 2015-10-22
S63 Uniform Securities Agent State Law Examination 2014-01-30
  • S65 Uniform Investment Adviser Law Examination
    2015-10-22
  • S63 Uniform Securities Agent State Law Examination
    2014-01-30
Other Names
  • Melvin Earl Whitlock

View on SEC IAPD

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