Brian Thomas Kelley

Employer firm

Pfs Investments Inc. CRD 10111

$15.5B regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Pfs Investments Inc.

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

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2011-07-25

MA RA
APPROVED

Since 2011-07-25

Branch Locations

424 Adams St Ste 201A, Milton, MA 02186 • United States

Milton, MA • 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

Organization	City	State	From	To
Pfs Investments Inc.	Milton	MA	11/1984	Present
Primerica Financial Services	Milton	MA	02/1991	Present

11/1984 → Present

Pfs Investments Inc.

Milton, MA
02/1991 → Present

Primerica Financial Services

Milton, MA

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. Brian Kelley, Not Investment Related, Milton, MA 02186, Nature of Business: Create and post online audio and music videos, Position/Title: Content Creator, 10 hours per month (0 of hours per month during securities trading hours).

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2011-04-01
S63	Uniform Securities Agent State Law Examination	1984-12-21

S65 Uniform Investment Adviser Law Examination

2011-04-01
S63 Uniform Securities Agent State Law Examination

1984-12-21

View on SEC IAPD