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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 | 2022-03-02 |
| NY | RA | APPROVED | 2021-08-09 |
Branch Locations
515 North State Rd Ste A, Briarcliff Manor, NY 10510 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Briarcliff Manor | NY | 09/2012 | Present |
| Primerica Financial Services | Briarcliff Manor | NY | 01/2000 | Present |
| Sl Home Care | Mount Vernon | NY | 01/2000 | 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. SL Home Care - Not Investment Related. Located At 194 N. Columbus Ave., Mount Vernon, Ny 10553. Provides Private Duty Nursing Services to Clients in Their Homes. I Am the Owner and an LPN. Business Began 1/2000. Each Month Approximately 96 Hours/Month (48) During Trading Hours Are Devoted to This Business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-18 |
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