Casey Ryan Dout

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2024 → Present
  Primerica Financial Services
  Oak Ridge, TN
• 02/2026 → Present
  Pfs Investments Inc.
  Oak Ridge , TN
• 01/2025 → Present
  Bluemont Group, Llc
  Knoxville, TN
• 03/2018 → 01/2025
  Bluemont Group, Llc
  Knoxville, TN
• 07/2015 → 03/2018
  Starbucks Coffee Co
  Denver, CO

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. Name of Other Business: Bluemont Group, LLC Is the Business Investment-Related: No Business Address: 408 N Cedar Bluff Rd Suite 400, Knoxville, TN 37923 Nature of the Other Business: Multiunit quick-service restaurant franchise operator. The company owns and operates Dunkin' branded restaurants across multiple states. Activities are limited to restaurant operations, people leadership, real estate development oversight, and brand execution. The business does not engage in securities, investment advisory services, capital raising, or financial product activities. Applicant's Position / Title / Relationship: current title of President, previous title of Chief Operating Officer Start Date of Relationship: current title 1/2025, previous title 3/2018 Approximate Hours per Month Devoted to the Other Business: Approximately 160-200 hours per month Approximate Hours Devoted to the Other Business During Securities Trading Hours: Approximately 5-10 hours per month Duties and Responsibilities: Provides executive leadership and oversight of restaurant operations, including strategic planning, financial performance oversight, people and culture leadership, brand standards execution, and coordination of real estate development activities. Responsibilities are operational and managerial in nature and do not involve securities transactions, investment recommendations, fundraising, or advisory services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-08-06
• S63 Uniform Securities Agent State Law Examination
  2026-03-18