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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-03-12
  • MO RA
    APPROVED
    Since 2025-03-12

Branch Locations

2156 Mcculloch Blvd N Unit 11B, Lake Havasu City, AZ 86403 • United States

3330 W 10Th Street, Sedalia, MO 65301 • 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
Primerica Financial Services Sedalia MO 06/2017 Present
Pfs Investments Inc. Sedalia MO 10/2024 Present
Hy-Vee Columbia MO 09/2011 Present
  • 06/2017 → Present
    Primerica Financial Services
    Sedalia, MO
  • 10/2024 → Present
    Sedalia, MO
  • 09/2011 → Present
    Hy-Vee
    Columbia, 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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-15
S63 Uniform Securities Agent State Law Examination 2024-10-25
  • S65 Uniform Investment Adviser Law Examination
    2025-02-15
  • S63 Uniform Securities Agent State Law Examination
    2024-10-25
Other Names
  • Steven Joseph James Lacey
  • Steven Lacey

View on SEC IAPD

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