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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

766 Old York Rd, Jenkintown, PA 19046 • 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
Kohls Department Stores Blue Bell PA 06/2007 01/2020
Primerica Financial Services Jenkintown PA 03/2014 Present
Pfs Investments Inc. Jenkintown PA 10/2014 Present
Center Square Montessori Schoolhouse Blue Bell PA 01/2020 05/2020
Children Of America North Wales PA 07/2020 10/2020
Elwyn Early Learning Center-West Philadelphia PA 10/2020 06/2021
Kinder Works Montgomeryville PA 07/2021 12/2021
Childtime Childcare Inc. Novi MI 12/2021 11/2022
Renaissance Academy Charter School Phoenixville PA 11/2022 12/2024
Chester County Intermediate Unit Dowingtown PA 06/2024 Present
Childtime Montgomeryville PA 07/2021 06/2024
Surpass Behavioral Health Nashville TN 12/2024 04/2026
Devereux Advanced Behavioral Health Villanova PA 04/2026 Present
  • 06/2007 → 01/2020
    Kohls Department Stores
    Blue Bell, PA
  • 03/2014 → Present
    Primerica Financial Services
    Jenkintown, PA
  • 10/2014 → Present
    Jenkintown, PA
  • 01/2020 → 05/2020
    Center Square Montessori Schoolhouse
    Blue Bell, PA
  • 07/2020 → 10/2020
    Children Of America
    North Wales, PA
  • 10/2020 → 06/2021
    Elwyn Early Learning Center-West
    Philadelphia, PA
  • 07/2021 → 12/2021
    Kinder Works
    Montgomeryville, PA
  • 12/2021 → 11/2022
    Childtime Childcare Inc.
    Novi, MI
  • 11/2022 → 12/2024
    Renaissance Academy Charter School
    Phoenixville, PA
  • 06/2024 → Present
    Chester County Intermediate Unit
    Dowingtown, PA
  • 07/2021 → 06/2024
    Childtime
    Montgomeryville, PA
  • 12/2024 → 04/2026
    Surpass Behavioral Health
    Nashville, TN
  • 04/2026 → Present
    Devereux Advanced Behavioral Health
    Villanova, 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. Amazon Flex, King of Prussia, PA, Flex Driver, 11/2018 to Present.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-14
S63 Uniform Securities Agent State Law Examination 2014-11-20
  • S65 Uniform Investment Adviser Law Examination
    2021-08-14
  • S63 Uniform Securities Agent State Law Examination
    2014-11-20

View on SEC IAPD

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