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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-01-03
  • FL RA
    APPROVED
    Since 2024-01-03

Branch Locations

1643 Nashville Pike Suite 200-A, Gallatin, TN 37066 • United States

4613 Phillips Highway #208, Jacksonville, FL 32207 • 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
Primerica Financial Services Jacksonville FL 11/2019 Present
Pfs Investments Inc. Jacksonville FL 09/2022 Present
The Bolles School Jacksonville FL 09/2016 03/2020
Scorpion Internet Marketing Valencia CA 02/2015 10/2017
  • 11/2019 → Present
    Primerica Financial Services
    Jacksonville, FL
  • 09/2022 → Present
    Jacksonville, FL
  • 09/2016 → 03/2020
    The Bolles School
    Jacksonville, FL
  • 02/2015 → 10/2017
    Scorpion Internet Marketing
    Valencia, 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. Self-employed as a piano teacher - not investment related, 4830 Seascape Way, Apt. 107, Jacksonville, FL 32224-0628, Devotes 45 hours per month, 22.5 hours during securities trading hours. I work very part time as a videographer with Dance Production House, owner (1099 contractor) -not investment related, 06/2019 to present, based in Daytona Beach, FL. I help to record dance performances and do various logistical duties. approximately 5-8 events per year, each of which can be anywhere from 30-80 hours each. Grubhub; Not Investment Related: 111 W. Washington St., Suite 2100, Chicago, IL 60602; Food delivery; 03/2022 to Present; 5 hours per month (0 hours during securities trading hours). DoorDash; Not Investment Related: 303 2nd St. Suite 800, San Francisco, CA 94107; Food delivery; 11/2021 to Present; 5 hours per month (0 hours during securities trading hours). The Coastal Symphony of Georgia; Not Investment Related: PO Box 21733, St. Simons Island, GA 31522; Pianist; 02/2022 to Present; 3 hours per month (0 hours during securities trading hours). Jacksonville University; Not Investment Related; 2800 University Blvd N, Jacksonville, FL 32211; Piano Accompanist; 10/2022 to Present; 5 hours per month (2 hours during securities trading hours). Self-Employed Copywriter and Content Creator Assistant, Not investment related, Jacksonville, FL 32224, Copywriter and Content Creator Assistant (1099), 01/2026 to Present, 10 hours committed per month (5 hours during securities trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-27
S63 Uniform Securities Agent State Law Examination 2023-02-03
  • S65 Uniform Investment Adviser Law Examination
    2023-11-27
  • S63 Uniform Securities Agent State Law Examination
    2023-02-03

View on SEC IAPD

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