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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_RES | 2021-11-23 |
| NY | RA | APPROVED | 2021-08-03 |
Branch Locations
400 Broadhollow Road Suite 4-H, Farmingdale, NY 11735 • United States
East Islip, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Farmingdale | NY | 07/2003 | Present |
| Pfs Investments Inc | Farmingdale | NY | 01/2004 | Present |
| Lighthouse Tabernacle Cog | Cenral Islip | NY | 09/2019 | 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. Catz Brothers Properties LLC, Investment Related, 102 Hawthorne Ave, East Islip, New York, 11730, Sole Owner, December 2020 to present, 0-2 hours per month (0 hours per month during securities trading hours), purchase and hold real estate
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-02-21 |
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