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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-07-31
NM RA APPROVED 2023-07-14
  • TX RA
    APPROVED
    Since 2023-07-31
  • NM RA
    APPROVED
    Since 2023-07-14

Branch Locations

6565 Americas Parkway Ne Suite 200, Albuquerque, NM 87110 • 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 Albuquerque NM 01/2022 Present
Pfs Investments Inc. Albuquerque NM 03/2023 Present
Homemaker Albuquerque NM 01/2020 01/2022
Choice Recovery Path Albuquerque NM 03/2018 01/2020
Homemaker Albuquerque NM 03/2015 03/2018
  • 01/2022 → Present
    Primerica Financial Services
    Albuquerque, NM
  • 03/2023 → Present
    Albuquerque, NM
  • 01/2020 → 01/2022
    Homemaker
    Albuquerque, NM
  • 03/2018 → 01/2020
    Choice Recovery Path
    Albuquerque, NM
  • 03/2015 → 03/2018
    Homemaker
    Albuquerque, NM
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. Future Pocket Change LLC, Investment Related, 123 Peachtree Street, Rio Rancho NM 87124, Primerica Business Purposes, Owner, 8/8/2023 To Present, 20 Hours Per Month (5 Hours Per Month During Securities Trading Hours), Legal Entity Formed Solely For Primerica Business Purposes.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-14
S63 Uniform Securities Agent State Law Examination 2023-04-04
  • S65 Uniform Investment Adviser Law Examination
    2023-06-14
  • S63 Uniform Securities Agent State Law Examination
    2023-04-04

View on SEC IAPD

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