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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2012-02-23
  • IL RA
    APPROVED
    Since 2012-02-23

Branch Locations

2815 Old Jacksonville Rd Ste 101, Springfield, IL 62704 • United States

14502 N Dale Mabry Hwy Ste 304C, Tampa, FL 33618 • 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 Springfield IL 06/2006 Present
Primerica Financial Services Springfield IL 10/2005 Present
  • 06/2006 → Present
    Springfield, IL
  • 10/2005 → Present
    Primerica Financial Services
    Springfield, IL
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 2011-12-19
S63 Uniform Securities Agent State Law Examination 2006-10-12
  • S65 Uniform Investment Adviser Law Examination
    2011-12-19
  • S63 Uniform Securities Agent State Law Examination
    2006-10-12

View on SEC IAPD

Other Firms

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Other Offices

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