David Eric Montgomery

Employer firm

Pfs Investments Inc. CRD 10111

$15.5B regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Pfs Investments Inc.

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-06-12
VA	RA	APPROVED	2022-08-12

TX RA
APPROVED

Since 2024-06-12
VA RA
APPROVED

Since 2022-08-12

Branch Locations

4455 Brookfield Corp Drive Suite 108D, Chantilly, VA 20151 • United States

South Riding, VA • 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

Organization	City	State	From	To
Pfs Investments Inc.	Chantilly	VA	11/2021	Present
Primerica Financial Services	Chantilly	VA	03/2021	Present
Leidos	Bethesda	MD	09/2008	11/2017
Northrop Grumman	Dulles	VA	11/2017	07/2021

11/2021 → Present

Pfs Investments Inc.

Chantilly, VA
03/2021 → Present

Primerica Financial Services

Chantilly, VA
09/2008 → 11/2017

Leidos

Bethesda, MD
11/2017 → 07/2021

Northrop Grumman

Dulles, VA

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

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-06-24
S63	Uniform Securities Agent State Law Examination	2022-01-10

S65 Uniform Investment Adviser Law Examination

2022-06-24
S63 Uniform Securities Agent State Law Examination

2022-01-10

View on SEC IAPD