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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2012-02-17 |
Branch Locations
1776 Tech Park Dr Ne Suite 102, New Philadelphia, OH 44663 • 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 |
|---|---|---|---|---|
| Primerica Financial Services | New Philadelphia | OH | 06/1998 | Present |
| Pfs Investments Inc. | New Philadelphia | OH | 12/2008 | Present |
| Woda Cooper Companies | Lodi | OH | 11/2020 | 06/2021 |
| Tm & Associates | Columbus | OH | 07/2022 | 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. 11/2018-Present; Door Dash; Self Employed/Driver Homes by NTS, LLC, Not Investment Related, 1016 Dogwood Ave. N. Canton, OH 44720, Real Estate Investing, Owner, April 2019 to present, 20 hours per month, but none during securities trading hours, real estate investing and flipping
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-11-15 |
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