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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-02-12
  • CT RA
    APPROVED
    Since 2025-02-12

Branch Locations

6 Berkshire Blvd Ste 307, Bethel, CT 06801 • 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 Bethel CT 12/2022 Present
Pfs Investments Inc. Bethel CT 03/2024 Present
Simplyfood Llc Danbury CT 05/2012 Present
  • 12/2022 → Present
    Primerica Financial Services
    Bethel, CT
  • 03/2024 → Present
    Bethel, CT
  • 05/2012 → Present
    Simplyfood Llc
    Danbury, CT
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. -- Simplyfood LLC (1099) - Not investment related. Danbury, CT 06811. Chef , Owner. 05/2012 to Present. 120 or more hours per month ( 23-24 hours during securities trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-02
S63 Uniform Securities Agent State Law Examination 2024-05-25
  • S65 Uniform Investment Adviser Law Examination
    2025-01-02
  • S63 Uniform Securities Agent State Law Examination
    2024-05-25

View on SEC IAPD

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