Ryan Welsch

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
NY	RA	APPROVED	2021-08-03

NY RA
APPROVED

Since 2021-08-03

Branch Locations

400 Broadhollow Rd Ste 4-F, Farmingdale, NY 11735 • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Pfs Investments Inc	Farmingdale	NY	01/2012	Present
Primerica Financial Services	Farmingdale	NY	04/2011	Present

01/2012 → Present

Pfs Investments Inc

Farmingdale, NY
04/2011 → Present

Primerica Financial Services

Farmingdale, 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. 05/2019 - Present - Smart Energy Source, Sales Manager, Non-Investment Related, 194 Morris Ave, Unit 52, Holtsville, NY 11772, Assisting and Managing Day to Day Operations and Sales and Installs of Solar Panel Systems, 173 Hours Per Month (173 Hours During Trading Hours).

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2012-11-19

S63 Uniform Securities Agent State Law Examination

2012-11-19

View on SEC IAPD