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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2019-08-27
  • KY RA
    APPROVED
    Since 2019-08-27

Branch Locations

Lebanon, KY • United States

198W Broadway St Ste 2N, Danville, KY 40422 • 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. Danville KY 05/1985 Present
Primerica Financial Services Danville KY 02/1991 Present
Gp Dental Fairfield NE 02/2009 09/2024
Prexion Inc San Jose CA 03/2017 03/2021
  • 05/1985 → Present
    Danville, KY
  • 02/1991 → Present
    Primerica Financial Services
    Danville, KY
  • 02/2009 → 09/2024
    Gp Dental
    Fairfield, NE
  • 03/2017 → 03/2021
    Prexion Inc
    San Jose, CA
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 2019-08-12
S63 Uniform Securities Agent State Law Examination 1985-07-16
  • S65 Uniform Investment Adviser Law Examination
    2019-08-12
  • S63 Uniform Securities Agent State Law Examination
    1985-07-16

View on SEC IAPD

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