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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2021-10-22
  • CO RA
    APPROVED
    Since 2021-10-22

Branch Locations

7150 Campus Dr Ste 265-A, Colorado Springs, CO 80920 • 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
Pfsi Investment Inc. Colorado Springs CO 03/2018 Present
Primerica Financial Services Colorado Springs CO 09/2017 Present
Integrity Communications Solutions Colorado Springs CO 12/2015 Present
  • 03/2018 → Present
    Pfsi Investment Inc.
    Colorado Springs, CO
  • 09/2017 → Present
    Primerica Financial Services
    Colorado Springs, CO
  • 12/2015 → Present
    Integrity Communications Solutions
    Colorado Springs, CO
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 2021-09-30
S63 Uniform Securities Agent State Law Examination 2019-09-27
  • S65 Uniform Investment Adviser Law Examination
    2021-09-30
  • S63 Uniform Securities Agent State Law Examination
    2019-09-27

View on SEC IAPD

Other Firms

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