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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2013-04-10
  • MO RA
    APPROVED
    Since 2013-04-10

Branch Locations

2301 Burlington St Ste 230, North Kansas City, MO 64116 • United States

Kansas City, MO • 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
Primerica Financial Services North Kansas City MO 12/1984 Present
Pfs Investments Inc North Kansas City MO 12/1984 Present
  • 12/1984 → Present
    Primerica Financial Services
    North Kansas City, MO
  • 12/1984 → Present
    North Kansas City, MO
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 2013-01-03
S63 Uniform Securities Agent State Law Examination 1985-02-25
  • S65 Uniform Investment Adviser Law Examination
    2013-01-03
  • S63 Uniform Securities Agent State Law Examination
    1985-02-25

View on SEC IAPD

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