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Michael Scott Works

Pfs Investments Inc.

Dallas, TX

Van Alstyne, TX

CRD 3272622

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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 2021-06-03
  • TX RA
    APPROVED
    Since 2021-06-03

Branch Locations

8330 Lbj Frwy Ste 620-B, Dallas, TX 75243 • United States

Van Alstyne, TX • 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
Primerica Financial Services Van Alstyne TX 05/1998 Present
Pfs Investments Inc. Van Alstyne TX 07/1999 Present
Burgess Construction Consultants Plano TX 09/2023 Present
  • 05/1998 → Present
    Primerica Financial Services
    Van Alstyne, TX
  • 07/1999 → Present
    Van Alstyne, TX
  • 09/2023 → Present
    Burgess Construction Consultants
    Plano, 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. RW PRO Construction LLC, Job Site Foreman, 08/2017 to present, Plano , TX. Works Financial Services, Inc., Investment Related, 413 Marquette Dr. Van Alstyne, TX, 75495, Primerica Business Purposes, Owner, 12/2006 to Present, 160 hours per month (140 hours per month during securities trading hours), legal entity formed by OSJ solely for Primerica business.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-05-22
S63 Uniform Securities Agent State Law Examination 1999-10-21
  • S65 Uniform Investment Adviser Law Examination
    2021-05-22
  • S63 Uniform Securities Agent State Law Examination
    1999-10-21

View on SEC IAPD

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