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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2019-05-08
  • GA RA
    APPROVED
    Since 2019-05-08

Branch Locations

Marietta, GA • United States

925 Sanders Rd Suite 23, Cumming, GA 30041 • 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. Cumming GA 04/2018 Present
Primerica Financial Services Cumming GA 03/2017 Present
All Fired Up Alpharetta GA 08/2014 08/2019
  • 04/2018 → Present
    Pfsi Investment Inc.
    Cumming, GA
  • 03/2017 → Present
    Primerica Financial Services
    Cumming, GA
  • 08/2014 → 08/2019
    All Fired Up
    Alpharetta, 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 2019-04-23
S63 Uniform Securities Agent State Law Examination 2018-05-24
  • S65 Uniform Investment Adviser Law Examination
    2019-04-23
  • S63 Uniform Securities Agent State Law Examination
    2018-05-24

View on SEC IAPD

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