Best Investors Account Sign in
Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-11-19
  • FL RA
    APPROVED
    Since 2025-11-19

Branch Locations

150 Pinellas Bayway South Ste 204, Tierra Verde, FL 33715 • United States

4185 W Market St Ste A, York, PA 17408 • 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
Edward Jones St Louis MO 10/2017 03/2018
Rite Aid Corporation Etters PA 12/2015 10/2017
Allen's Eatery Lewisberry PA 09/2015 10/2017
Lpl Financial Llc Carlisle PA 04/2018 05/2018
Primerica Financial Services Tierra Verde FL 04/2025 Present
Pfs Investments Inc. Tierra Verde FL 06/2025 Present
Payscale Seattle WA 02/2022 Present
Futuresense, Llc San Rafael CA 07/2021 02/2022
Post Acute Medical Enola PA 06/2020 07/2021
Royal Caribbean Cruises Ltd. Miami FL 09/2019 06/2020
Te Connectivity Middletown PA 05/2018 09/2019
  • 10/2017 → 03/2018
    St Louis, MO
  • 12/2015 → 10/2017
    Rite Aid Corporation
    Etters, PA
  • 09/2015 → 10/2017
    Allen's Eatery
    Lewisberry, PA
  • 04/2018 → 05/2018
    Lpl Financial Llc
    Carlisle, PA
  • 04/2025 → Present
    Primerica Financial Services
    Tierra Verde, FL
  • 06/2025 → Present
    Tierra Verde, FL
  • 02/2022 → Present
    Payscale
    Seattle, WA
  • 07/2021 → 02/2022
    Futuresense, Llc
    San Rafael, CA
  • 06/2020 → 07/2021
    Post Acute Medical
    Enola, PA
  • 09/2019 → 06/2020
    Royal Caribbean Cruises Ltd.
    Miami, FL
  • 05/2018 → 09/2019
    Te Connectivity
    Middletown, PA
Previous Registrations
  • 2018-01-03 → 2018-03-20
    Etters, PA
    St Louis, MO
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. Atlas Coast Travel Group, Not investment related, Winter Haven, FL 33881, Travel Agent (1099), 07/2026 to Present, 5 hours committed per month (0 hours during securities trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-25
S63 Uniform Securities Agent State Law Examination 2025-07-26
S66 Uniform Combined State Law Examination 2017-12-29
  • S65 Uniform Investment Adviser Law Examination
    2025-10-25
  • S63 Uniform Securities Agent State Law Examination
    2025-07-26
  • S66 Uniform Combined State Law Examination
    2017-12-29
Other Names
  • Joshua Shappell
  • Joshua Al Shappell

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Tierra Verde, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor