Aurora Heitman

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2022 → Present
  Homemaker
  Napa, CA
• 03/2000 → Present
  Primerica Financial Services
  San Leandro, CA
• 10/2021 → 06/2022
  Premier Research
  Morrisville, NC
• 09/2018 → 10/2021
  Synteract,Inc
  Morrisville, NC
• 05/2014 → 12/2018
  Pearlyhens Photography
  Napa, CA
• 05/2013 → 08/2018
  Freelance Contractor
  Napa, CA
• 09/2004 → 04/2023
  Quintiles,Inc
  Durham, NC
• 10/2022 → Present
  Pfs Investments Inc.
  San Leandro, CA

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. The Original Meet Me For Coffee Podcast, Not investment related, Napa, CA 94558, Creator/Host, 06/2016 to Present, 6 hours committed per month (0 hours during securities trading hours). Napa Valley Womens Business Network, Not Investment Related, Napa, CA 94558, Founder, 12/2024 to Present, 1-2 hours per month (1 hour during securities trading hours)

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-05-01
• S63 Uniform Securities Agent State Law Examination
  2022-11-02

Other Names

• Aurora H Thompson
• Aurora Hulog Thompson
• Aurora Hulog Heitman
• Aurora Thompson
• Aurora Hulog Thompson