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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-03-20
  • MI RA
    APPROVED
    Since 2025-03-20

Branch Locations

1641 S Milford Road Ste A-101, Highland, MI 48357 • 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 Highland MI 04/2024 Present
Spectralite Bloomfield Hills MI 10/2020 Present
Keating Network Birmingham MI 09/2005 10/2020
Pfs Investments Inc. Highland MI 08/2024 Present
Uwm (United Wholesale Mortgage) Pontiac ME 11/2025 Present
  • 04/2024 → Present
    Primerica Financial Services
    Highland, MI
  • 10/2020 → Present
    Spectralite
    Bloomfield Hills, MI
  • 09/2005 → 10/2020
    Keating Network
    Birmingham, MI
  • 08/2024 → Present
    Highland, MI
  • 11/2025 → Present
    Uwm (United Wholesale Mortgage)
    Pontiac, ME
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. Curus, Not Investment Related, Vp Strategic Relations (1099), Farmington Hills Mi, 48034, 12/2022, 60 Hours Committed Per Month (60 Hours During Securities Trading Hours)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-07
S63 Uniform Securities Agent State Law Examination 2024-10-18
  • S65 Uniform Investment Adviser Law Examination
    2025-03-07
  • S63 Uniform Securities Agent State Law Examination
    2024-10-18
Other Names
  • Susan D Wellman
  • Susan Darlene Beaudrie

View on SEC IAPD

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