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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-10-17
  • CO RA
    APPROVED
    Since 2025-10-17

Branch Locations

385 Mira Sol Dr Annex A, Durango, CO 81301 • United States

13832 N 32Nd St Ste 224, Phoenix, AZ 85032 • 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. Phoenix AZ 01/2022 Present
Primerica Financial Services Phoenix AZ 11/2000 Present
Crossland Insurance Agency Llc Carbondale AZ 07/2018 Present
Sonoran Dental Design Scottsdale AZ 08/2010 06/2018
  • 01/2022 → Present
    Phoenix, AZ
  • 11/2000 → Present
    Primerica Financial Services
    Phoenix, AZ
  • 07/2018 → Present
    Crossland Insurance Agency Llc
    Carbondale, AZ
  • 08/2010 → 06/2018
    Sonoran Dental Design
    Scottsdale, AZ
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. ASC Condo, LLC, Not Investment Related, 11061 E. Tamarisk Way Scottsdale, AZ 85262, Owner, November 2020 to Present, 12 hours per month (0 hours per month during securities trading hours), legal entity formed solely for real estate rental business.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-16
S63 Uniform Securities Agent State Law Examination 2022-08-06
  • S65 Uniform Investment Adviser Law Examination
    2024-04-16
  • S63 Uniform Securities Agent State Law Examination
    2022-08-06
Other Names
  • Andrea Stradling

View on SEC IAPD

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