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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-06-14
GA RA APPROVED 2020-07-30
  • TX RA
    APPROVED
    Since 2021-06-14
  • GA RA
    APPROVED
    Since 2020-07-30

Branch Locations

3480 Preston Ridge Rd, Alpharetta, GA 30005 • United States

Canton, GA • 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. Alpharetta GA 01/2019 Present
Primerica Financial Services Alpharetta GA 07/2017 Present
Closets By Design Atlanta Peachtree Corners GA 11/2018 01/2020
First Watch Decature GA 07/2018 11/2018
Uber Atlanta GA 11/2017 07/2018
Waffle House Inc. Norcross GA 05/2015 11/2017
  • 01/2019 → Present
    Alpharetta, GA
  • 07/2017 → Present
    Primerica Financial Services
    Alpharetta, GA
  • 11/2018 → 01/2020
    Closets By Design Atlanta
    Peachtree Corners, GA
  • 07/2018 → 11/2018
    First Watch
    Decature, GA
  • 11/2017 → 07/2018
    Uber
    Atlanta, GA
  • 05/2015 → 11/2017
    Waffle House Inc.
    Norcross, 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 2020-06-24
S63 Uniform Securities Agent State Law Examination 2019-02-08
  • S65 Uniform Investment Adviser Law Examination
    2020-06-24
  • S63 Uniform Securities Agent State Law Examination
    2019-02-08

View on SEC IAPD

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