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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-01-06
  • MD RA
    APPROVED
    Since 2025-01-06

Branch Locations

1332 Londontown Blvd Ste 112A, Eldersburg, MD 21784 • 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 Eldersburg MD 09/1990 Present
Pfs Investments Inc Eldersburg MD 09/2017 Present
Smith Bus Service Odenton MD 03/2007 10/2017
Smith Bus Service Odenton MD 10/2018 11/2019
  • 09/1990 → Present
    Primerica Financial Services
    Eldersburg, MD
  • 09/2017 → Present
    Eldersburg, MD
  • 03/2007 → 10/2017
    Smith Bus Service
    Odenton, MD
  • 10/2018 → 11/2019
    Smith Bus Service
    Odenton, MD
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
S63 Uniform Securities Agent State Law Examination 2018-02-20
S65 Uniform Investment Adviser Law Examination 2018-01-16
  • S63 Uniform Securities Agent State Law Examination
    2018-02-20
  • S65 Uniform Investment Adviser Law Examination
    2018-01-16

View on SEC IAPD

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