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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2017-10-03
  • UT RA
    APPROVED
    Since 2017-10-03

Branch Locations

533 West 2600 South Suite 130, Bountiful, UT 84010 • 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 Bountiful UT 03/2007 Present
Primerica Finanlcal Services Bountiful UT 10/1984 Present
  • 03/2007 → Present
    Pfs Investments,Inc
    Bountiful, UT
  • 10/1984 → Present
    Primerica Finanlcal Services
    Bountiful, UT
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. Insurance salesman USDA Forest Service, Watch over forest, Forester.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-08-14
S63 Uniform Securities Agent State Law Examination 1984-10-26
  • S65 Uniform Investment Adviser Law Examination
    2017-08-14
  • S63 Uniform Securities Agent State Law Examination
    1984-10-26

View on SEC IAPD

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