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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-02-29
  • FL RA
    APPROVED
    Since 2024-02-29

Branch Locations

14497 N Dale Mabry Hwy Suite 240-Y, Tampa, FL 33618 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pfs Investments Inc. Tampa FL 03/2023 Present
Primerica Financial Services Tampa FL 08/2014 Present
Kelly Services Orlando FL 03/2022 03/2023
Kelly Services Global Orlando FL 02/2017 Present
Calhoun Community College Huntsville AL 01/2019 03/2021
Us Space And Rocket Center Huntsville AL 12/2018 01/2019
Lake Nona Tutoring Orlando FL 08/2014 08/2017
University Of Central Florida Orlando FL 03/2023 Present
  • 03/2023 → Present
    Tampa, FL
  • 08/2014 → Present
    Primerica Financial Services
    Tampa, FL
  • 03/2022 → 03/2023
    Kelly Services
    Orlando, FL
  • 02/2017 → Present
    Kelly Services Global
    Orlando, FL
  • 01/2019 → 03/2021
    Calhoun Community College
    Huntsville, AL
  • 12/2018 → 01/2019
    Us Space And Rocket Center
    Huntsville, AL
  • 08/2014 → 08/2017
    Lake Nona Tutoring
    Orlando, FL
  • 03/2023 → Present
    University Of Central Florida
    Orlando, FL
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. 1) Mindfully Tutoring, Not Investment Related, Owner, 07/2017 To Present, Orlando FL, Nature of the Business: Private Tutoring Program, Devoted 20 Hours A Month (5 Hours During Securities Trading Hours)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-24
S63 Uniform Securities Agent State Law Examination 2023-04-29
  • S65 Uniform Investment Adviser Law Examination
    2024-01-24
  • S63 Uniform Securities Agent State Law Examination
    2023-04-29

View on SEC IAPD

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