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Pfs Investments Inc. CRD 10111
$15.5B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-02-04 |
| KS | RA | APPROVED | 2011-08-13 |
Branch Locations
7500 College Blvd Suite 500-Office 567 Ste A, Overland Park, KS 66210 • United States
Olathe, KS • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Overland Park | KS | 06/1989 | Present |
| Primerica Financial Services | Overland Park | KS | 02/1991 | Present |
Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. I may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services. Titan Sales - Owner - 09/2004-Present King's Legacy, Inc., Investment Related, 10111 W. 87th, St. Overland Park, KS, 66212, Primerica Business Purposes, Owner, 06/2003 to Present, 160 hours per month (160 hours per month during securities trading hours), legal entity formed solely for Primerica business. LT3 Innovations, Not investment related, Overland Park, KS 66210, Nature of Business: BDollar$ Mart Software, Position/Title: Consultant, 4 hours committed per month (0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 1989-07-26 |
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