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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2018-05-21
  • MA RA
    APPROVED
    Since 2018-05-21

Branch Locations

209 West Central St Suite 107A, Natick, MA 01760 • 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
Pfs Investments Inc. Natick MA 08/2017 Present
Primerica Financial Services Natick MA 12/1999 Present
Sullivan's Pharmacy & Medical Supply Roslindale MA 10/2003 Present
  • 08/2017 → Present
    Natick, MA
  • 12/1999 → Present
    Primerica Financial Services
    Natick, MA
  • 10/2003 → Present
    Sullivan's Pharmacy & Medical Supply
    Roslindale, MA
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 2018-04-23
S63 Uniform Securities Agent State Law Examination 2017-11-24
  • S65 Uniform Investment Adviser Law Examination
    2018-04-23
  • S63 Uniform Securities Agent State Law Examination
    2017-11-24

View on SEC IAPD

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