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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-09-25
OR RA APPROVED 2011-08-09
  • TX RA
    APPROVED_RES
    Since 2019-09-25
  • OR RA
    APPROVED
    Since 2011-08-09

Branch Locations

3281 Concomly Rd S Bldg B Ste 1, Salem, OR 97306 • United States

Salem, OR • 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. Salem OR 11/1983 Present
Primerica Financial Services Salem OR 03/1983 Present
  • 11/1983 → Present
    Salem, OR
  • 03/1983 → Present
    Primerica Financial Services
    Salem, OR
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. Author, Multiple Books, Non-Investment Related, Salem, OR 97306, 07/2018 to Present, Spends 20 hours per month (0 during securities trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-04-21
S63 Uniform Securities Agent State Law Examination 1984-03-16
  • S65 Uniform Investment Adviser Law Examination
    2011-04-21
  • S63 Uniform Securities Agent State Law Examination
    1984-03-16

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Salem, OR

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