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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-09-02
  • IN RA
    APPROVED
    Since 2025-09-02

Branch Locations

2611 Waterfront Pkwy East Dr Ste 350, Indianapolis, IN 46214 • 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 Indianapolis IN 05/2022 Present
Pfs Investments Inc. Indianapolis IN 04/2024 Present
Endress And Hauser Greenwood IN 06/2023 Present
Caterpillar Reman Franklin IN 06/2020 06/2023
Trane Technologies Rushville IN 11/2016 06/2020
Eaton Corporation Charleston SC 03/2014 11/2016
  • 05/2022 → Present
    Primerica Financial Services
    Indianapolis, IN
  • 04/2024 → Present
    Indianapolis, IN
  • 06/2023 → Present
    Endress And Hauser
    Greenwood, IN
  • 06/2020 → 06/2023
    Caterpillar Reman
    Franklin, IN
  • 11/2016 → 06/2020
    Trane Technologies
    Rushville, IN
  • 03/2014 → 11/2016
    Eaton Corporation
    Charleston, SC
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 2025-07-26
S63 Uniform Securities Agent State Law Examination 2024-10-19
  • S65 Uniform Investment Adviser Law Examination
    2025-07-26
  • S63 Uniform Securities Agent State Law Examination
    2024-10-19
Other Names
  • Scott Razzino

View on SEC IAPD

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