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Timothy Austin Trigg

Pfs Investments Inc.

San Antonio, TX

CRD 1829046

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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
TX RA APPROVED 2021-04-28
  • TX RA
    APPROVED
    Since 2021-04-28

Branch Locations

11550 W Interstate 10 Ste 250, San Antonio, TX 78230 • 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
Pfs Investments Inc San Antonio TX 09/2020 Present
Primerica Financial Services San Antonio TX 06/2020 Present
Usaa Investment Management Company San Antonio TX 04/1988 06/2020
Compex Legal San Antonio TX 09/2022 04/2024
  • 09/2020 → Present
    San Antonio, TX
  • 06/2020 → Present
    Primerica Financial Services
    San Antonio, TX
  • 04/1988 → 06/2020
    Usaa Investment Management Company
    San Antonio, TX
  • 09/2022 → 04/2024
    Compex Legal
    San Antonio, TX
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. Reseller, acquiring physic goods for resale online, not investment related, 12415 Wandering trail , 03/2022 to present , 192 hours per month 100 hours per month during securities trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-20
S63 Uniform Securities Agent State Law Examination 2020-10-15
  • S65 Uniform Investment Adviser Law Examination
    2021-04-20
  • S63 Uniform Securities Agent State Law Examination
    2020-10-15

View on SEC IAPD

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