Aarti Patel

Current Employers

Pfs Investments Inc.

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

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2026-07-17

GA RA
APPROVED

Since 2026-07-17

Branch Locations

445 W Brazell St Ste A, Reidsville, GA 30453 • 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
Howard Family Dental	Savannah	GA	01/2018	12/2018
Belfor Property Restoration	Savannah	GA	07/2020	07/2022
Fennell And Beasley Llc	Savannah	GA	12/2018	07/2020
Howard Family Dental	Richmond Hill	GA	01/2019	12/2019
Aeropostale	Pooler	GA	05/2015	05/2017
Ann Taylor	Pooler	GA	04/2017	01/2018
Zumiez	Pooler	GA	01/2018	04/2019
Pfs	Pooler	GA	01/2016	04/2023
J Crew	Pooler	GA	03/2023	10/2023
Northwestern Mutual Life Insurance Company	Milwaukee	WI	04/2023	11/2023
Northwestern Mutual Investment Services Llc	Savannah	GA	05/2023	11/2023
Dxc	Pooler	GA	11/2023	07/2024
Primerica Financial Services	Reidsville	GA	01/2016	Present
Xel Advisors	Pooler	GA	01/2025	09/2025
Pfs Investments Inc	Reidsville	GA	04/2026	Present
Pfs	Pooler	GA	03/2026	Present
Unemployed	Pooler	GA	09/2025	03/2026

01/2018 → 12/2018

Howard Family Dental

Savannah, GA
07/2020 → 07/2022

Belfor Property Restoration

Savannah, GA
12/2018 → 07/2020

Fennell And Beasley Llc

Savannah, GA
01/2019 → 12/2019

Howard Family Dental

Richmond Hill, GA
05/2015 → 05/2017

Aeropostale

Pooler, GA
04/2017 → 01/2018

Ann Taylor

Pooler, GA
01/2018 → 04/2019

Zumiez

Pooler, GA
01/2016 → 04/2023

Pfs

Pooler, GA
03/2023 → 10/2023

J Crew

Pooler, GA
04/2023 → 11/2023

Northwestern Mutual Life Insurance Company

Milwaukee, WI
05/2023 → 11/2023

Northwestern Mutual Investment Services Llc

Savannah, GA
11/2023 → 07/2024

Dxc

Pooler, GA
01/2016 → Present

Primerica Financial Services

Reidsville, GA
01/2025 → 09/2025

Xel Advisors

Pooler, GA
04/2026 → Present

Pfs Investments Inc

Reidsville, GA
03/2026 → Present

Pfs

Pooler, GA
09/2025 → 03/2026

Unemployed

Pooler, GA

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

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-06-12
S65	Uniform Investment Adviser Law Examination	2023-11-02
S63	Uniform Securities Agent State Law Examination	2022-10-06

S66 Uniform Combined State Law Examination

2026-06-12
S65 Uniform Investment Adviser Law Examination

2023-11-02
S63 Uniform Securities Agent State Law Examination

2022-10-06

Other Names

Aarti Patel

View on SEC IAPD