Keith William Mason

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-07-10
NY	RA	APPROVED	2021-08-03

TX RA
APPROVED_RES

Since 2025-07-10
NY RA
APPROVED

Since 2021-08-03

Branch Locations

Gansevoort, NY • United States

274 Delaware Ave Ste 200, Delmar, NY 12054 • United States

560 Sylvan Ave Ste 1275, Englewood Cliffs, NJ 07632 • 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

Organization	City	State	From	To
Primerica Financial Services	Delmar	NY	06/1996	Present
Pfs Investments Inc	Delmar	NY	09/1996	Present
Blue Rock Energy	Syracuse	NY	04/2016	07/2018
Unemployed	Gansevoort	NY	07/2018	10/2018
Frito Lay	Clifton Park	NY	10/2018	02/2022

06/1996 → Present

Primerica Financial Services

Delmar, NY
09/1996 → Present

Pfs Investments Inc

Delmar, NY
04/2016 → 07/2018

Blue Rock Energy

Syracuse, NY
07/2018 → 10/2018

Unemployed

Gansevoort, NY
10/2018 → 02/2022

Frito Lay

Clifton Park, NY

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.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1997-04-28

S63 Uniform Securities Agent State Law Examination

1997-04-28

View on SEC IAPD