Best Investors Account Sign in
Inactive

David Alton Castellaw

Pfs Investments Inc.

Jasper, GA

Duluth, GA

CRD 1407528

Claim This Profile
Employer firm

Pfs Investments Inc. CRD 10111

$15.5B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2021-05-14
  • GA RA
    APPROVED
    Since 2021-05-14

Branch Locations

Jasper, GA • United States

1 Primerica Parkway, Duluth, GA 30099 • 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 Duluth GA 09/2011 10/2018
Kaplan North American Lacrosse WI 10/2018 Present
Primerica Financial Services Duluth GA 08/2020 Present
  • 09/2011 → 10/2018
    Primerica Financial Services
    Duluth, GA
  • 10/2018 → Present
    Kaplan North American
    Lacrosse, WI
  • 08/2020 → Present
    Primerica Financial Services
    Duluth, GA
Previous Registrations
Other Businesses

Management/Operations of investment-related products.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-04-29
S63 Uniform Securities Agent State Law Examination 1999-08-30
  • S65 Uniform Investment Adviser Law Examination
    2014-04-29
  • S63 Uniform Securities Agent State Law Examination
    1999-08-30
Other Names
  • David Alton Jr Castellaw
  • David Alton Castellaw

View on SEC IAPD

More in Jasper, GA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor