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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-03-26
  • PA RA
    APPROVED
    Since 2024-03-26

Branch Locations

314 W Broad St Ste 121, Quakertown, PA 18951 • 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. Quakertown PA 03/2022 Present
Primerica Financial Services Quakertown PA 03/2020 Present
Ppl Electric Utilities Allentown PA 06/2020 Present
Thomas Jefferson University Philadelphia PA 08/2016 05/2020
Us Biodesign Quakertown PA 06/2019 08/2019
Naval Research Enterprise Internship Program Philadelphia PA 06/2018 08/2019
Temple University Philadelphia PA 07/2017 08/2017
  • 03/2022 → Present
    Quakertown, PA
  • 03/2020 → Present
    Primerica Financial Services
    Quakertown, PA
  • 06/2020 → Present
    Ppl Electric Utilities
    Allentown, PA
  • 08/2016 → 05/2020
    Thomas Jefferson University
    Philadelphia, PA
  • 06/2019 → 08/2019
    Us Biodesign
    Quakertown, PA
  • 06/2018 → 08/2019
    Naval Research Enterprise Internship Program
    Philadelphia, PA
  • 07/2017 → 08/2017
    Temple University
    Philadelphia, 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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-13
S63 Uniform Securities Agent State Law Examination 2022-05-28
  • S65 Uniform Investment Adviser Law Examination
    2024-03-13
  • S63 Uniform Securities Agent State Law Examination
    2022-05-28

View on SEC IAPD

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