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Samuel Augustus Shepard

Pfs Investments Inc.

North Las Vegas, NV

Atlanta, GA

CRD 4450586

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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
NV RA APPROVED 2026-05-22
  • NV RA
    APPROVED
    Since 2026-05-22

Branch Locations

2590 Nature Park Dr Suite 245-F, North Las Vegas, NV 89084 • United States

3800 Camp Creek Pkwy Sw Bldg 1800 Ste 110, Atlanta, GA 30331 • 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
Primerica Financial Services North Las Vegas NV 07/2001 Present
Pfs Investments Inc North Las Vegas NV 11/2016 Present
  • 07/2001 → Present
    Primerica Financial Services
    North Las Vegas, NV
  • 11/2016 → Present
    North Las Vegas, NV
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. Globalized Investing Group, Inc., Not investment related, Las Vegas, NV 89139, Owner, 04/2026 to Present, 40 hours committed per month (0 hours during securities trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-05-23
S63 Uniform Securities Agent State Law Examination 2017-04-24
  • S65 Uniform Investment Adviser Law Examination
    2017-05-23
  • S63 Uniform Securities Agent State Law Examination
    2017-04-24
Other Names
  • Samuel Augustus Shepard
  • Samuel Shepard
  • Samuel Augustus Shepard

View on SEC IAPD

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