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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2023-02-06
  • MD RA
    APPROVED
    Since 2023-02-06

Branch Locations

8115 Fenton St Ste 308-B, Silver Spring, MD 20910 • United States

6301 Ivy Ln Suite 700 A-3, Greenbelt, MD 20770 • United States

Columbia, MD • 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. Greenbelt MD 12/1982 Present
Primerica Financial Services Greenbelt MD 02/1991 Present
  • 12/1982 → Present
    Greenbelt, MD
  • 02/1991 → Present
    Primerica Financial Services
    Greenbelt, MD
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 2011-03-16
S63 Uniform Securities Agent State Law Examination 1983-01-27
  • S65 Uniform Investment Adviser Law Examination
    2011-03-16
  • S63 Uniform Securities Agent State Law Examination
    1983-01-27

View on SEC IAPD

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