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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2011-12-16
  • FL RA
    APPROVED
    Since 2011-12-16

Branch Locations

Pensacola Beach, FL • United States

2803 E Cervantes St Ste A, Pensacola, FL 32503 • 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. Pensacola FL 06/2006 Present
Primerica Financial Services Pensacola FL 05/2004 Present
  • 06/2006 → Present
    Pensacola, FL
  • 05/2004 → Present
    Primerica Financial Services
    Pensacola, 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. S.R Frost & Associates, Inc. - Investment Related - - Pensacola FL 32503 - Primerica Business Purposes - Vice President - 1/15/2025 to Present, 0 Hours Per Month (0 Hours Per Month During Securities Trading Hours), Legal Entity Formed Solely For Primerica Business Purposes

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-05-18
S65 Uniform Investment Adviser Law Examination 2011-10-24
  • S63 Uniform Securities Agent State Law Examination
    2017-05-18
  • S65 Uniform Investment Adviser Law Examination
    2011-10-24

View on SEC IAPD

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