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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-03 |
Branch Locations
570 Taxter Road Suite 340, Elmsford, NY 10523 • United States
Cornwall,, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Michael Beamon Inc | Spring Valley | NY | 11/2012 | Present |
| Pfs Investments Inc | Elmsford | NY | 02/2009 | Present |
| Primerica Financial Services | Elmsford | NY | 10/2006 | Present |
| Lexington Trails Middle School | De Soto | KS | 06/2026 | 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. Michael Beamon inc, non investment, Spring Valley, NY 10977, IT Consulting, owner-president-ceo, 11/1/2012 to present 16-20 hours per month (up to 8 hours per month during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-02-06 |
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