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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-01-16
  • MD RA
    APPROVED
    Since 2026-01-16

Branch Locations

Chesapeake Beach, MD • United States

2819 W Chesapeake Beach Rd, Dunkirk, MD 20754 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Primerica Financial Services Dunkirk MD 08/2021 Present
Pfs Investments Inc. Dunkirk MD 06/2024 Present
Maryland Strength & Fitness Dunkirk MD 07/2021 10/2021
Equinox District Of Columbia DC 10/2019 06/2021
Starbucks Dunkirk MD 04/2019 09/2019
Equinox Tysons Corner VA 06/2018 01/2019
K Conway Physical Therapy Prince Frederick MD 07/2017 05/2018
Pivot Physical Therapy Chesapeake Beach MD 07/2016 06/2017
Mt Zion United Methodist Church Lothian MD 09/2024 Present
  • 08/2021 → Present
    Primerica Financial Services
    Dunkirk, MD
  • 06/2024 → Present
    Dunkirk, MD
  • 07/2021 → 10/2021
    Maryland Strength & Fitness
    Dunkirk, MD
  • 10/2019 → 06/2021
    Equinox
    District Of Columbia, DC
  • 04/2019 → 09/2019
    Starbucks
    Dunkirk, MD
  • 06/2018 → 01/2019
    Equinox
    Tysons Corner, VA
  • 07/2017 → 05/2018
    K Conway Physical Therapy
    Prince Frederick, MD
  • 07/2016 → 06/2017
    Pivot Physical Therapy
    Chesapeake Beach, MD
  • 09/2024 → Present
    Mt Zion United Methodist Church
    Lothian, MD
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 2025-12-29
S63 Uniform Securities Agent State Law Examination 2024-12-21
  • S65 Uniform Investment Adviser Law Examination
    2025-12-29
  • S63 Uniform Securities Agent State Law Examination
    2024-12-21
Other Names
  • Kaula Jacks

View on SEC IAPD

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