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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-08-25
  • PA RA
    APPROVED
    Since 2025-08-25

Branch Locations

330 Linden Ave Suite 100, Hellertown, PA 18055 • 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 Hellertown PA 08/2021 Present
Pfs Investments Inc. Hellertown PA 06/2023 Present
Grandview Hospital Sellersville PA 09/2017 Present
St. Luke's Hospital Qukertown Campus Quakertown PA 04/2017 09/2021
Abington Memorial Hospital Abington PA 05/2015 09/2017
Diehl Financial Group Hellertown PA 07/2026 Present
  • 08/2021 → Present
    Primerica Financial Services
    Hellertown, PA
  • 06/2023 → Present
    Hellertown, PA
  • 09/2017 → Present
    Grandview Hospital
    Sellersville, PA
  • 04/2017 → 09/2021
    St. Luke's Hospital Qukertown Campus
    Quakertown, PA
  • 05/2015 → 09/2017
    Abington Memorial Hospital
    Abington, PA
  • 07/2026 → Present
    Diehl Financial Group
    Hellertown, PA
Other Businesses

Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. As of 07/17/2026 these sales activities will be conducted under the D/B/A of Diehl Financial Group. 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 2025-08-13
S63 Uniform Securities Agent State Law Examination 2023-09-02
  • S65 Uniform Investment Adviser Law Examination
    2025-08-13
  • S63 Uniform Securities Agent State Law Examination
    2023-09-02

View on SEC IAPD

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