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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-12-12
  • GA RA
    APPROVED
    Since 2023-12-12

Branch Locations

1862 Auburn Rd Ste 118, Dacula, GA 30019 • United States

4249 Us Highway 9 Unit D-3, Freehold, NJ 07728 • 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
United Parcel Service Alpharetta GA 04/1997 01/2024
Pfs Investments Inc. Dacula GA 11/2017 Present
Primerica Life Insurance Dacula GA 06/2015 Present
  • 04/1997 → 01/2024
    United Parcel Service
    Alpharetta, GA
  • 11/2017 → Present
    Dacula, GA
  • 06/2015 → Present
    Primerica Life Insurance
    Dacula, 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-28
S63 Uniform Securities Agent State Law Examination 2017-12-22
  • S65 Uniform Investment Adviser Law Examination
    2023-11-28
  • S63 Uniform Securities Agent State Law Examination
    2017-12-22

View on SEC IAPD

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