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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2011-11-21
  • LA RA
    APPROVED
    Since 2011-11-21

Branch Locations

3200 Ridgelake Dr Ste 205, Metairie, LA 70002 • United States

New Orleans , LA • United States

Disclosures

2 disclosure categories 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 Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Primerica Financial Services Metairie LA 12/1983 Present
Pfs Investments Inc. Metairie LA 12/1995 Present
  • 12/1983 → Present
    Primerica Financial Services
    Metairie, LA
  • 12/1995 → Present
    Metairie, LA
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. Member of the board of directors for Primerica's African American leadership council. St. Thomas LLC, Investment Related, Metairie, LA 70002, Primerica Business Purposes, Owner, 12/18/2018 To Present. Legal Entity Formed Solely For Primerica Business Purposes.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-05-27
  • S63 Uniform Securities Agent State Law Examination
    2011-05-27

View on SEC IAPD

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