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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2012-06-25
  • LA RA
    APPROVED
    Since 2012-06-25

Branch Locations

1333 Oak Park Blvd Ste A, Lake Charles, LA 70601 • United States

Lake Charles, LA • 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 No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Pfs Investments Inc. Lake Charles LA 12/1985 Present
Primerica Financial Services Lake Charles LA 02/1991 Present
  • 12/1985 → Present
    Lake Charles, LA
  • 02/1991 → Present
    Primerica Financial Services
    Lake Charles, LA
Other Businesses

Roberson Dennis and Associates LLC, investment related, 1333 Oak Park Blvd Lake Charles, LA, 70601, Primerica Business Purposes, owner, 11/17/2021 to present, spends 160 hours per month, 140 during securities trading hours, legal entity formed solely for primerica business purposes 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
S63 Uniform Securities Agent State Law Examination 1987-08-12
  • S63 Uniform Securities Agent State Law Examination
    1987-08-12

View on SEC IAPD

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