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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

AuthorityCategoryStatusDate
FL RA APPROVED 2025-07-02
  • FL RA
    APPROVED
    Since 2025-07-02

Branch Locations

150 Pinellas Bayway South Ste 204, Tierra Verde, FL 33715 • United States

6158 W Andrew Johnson Hwy, Talbott, TN 37877 • 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
OrganizationCityStateFromTo
Pfs Investments Inc Tierra Verde FL 04/2012 Present
Primerica Financial Services Tierra Verde FL 05/2011 Present
Batteries Plus Bulbs Knoxville TN 08/2018 08/2019
Efficient Home Services Of Fl St Petersburg FL 08/2019 02/2022
Affordable Solar Roofing And Air Clearwater FL 02/2022 Present
King Of Freight Tampa FL 08/2025 Present
  • 04/2012 → Present
    Tierra Verde, FL
  • 05/2011 → Present
    Primerica Financial Services
    Tierra Verde, FL
  • 08/2018 → 08/2019
    Batteries Plus Bulbs
    Knoxville, TN
  • 08/2019 → 02/2022
    Efficient Home Services Of Fl
    St Petersburg, FL
  • 02/2022 → Present
    Affordable Solar Roofing And Air
    Clearwater, FL
  • 08/2025 → Present
    King Of Freight
    Tampa, FL
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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-12
S63 Uniform Securities Agent State Law Examination 2012-05-16
  • S65 Uniform Investment Adviser Law Examination
    2025-06-12
  • S63 Uniform Securities Agent State Law Examination
    2012-05-16
Other Names
  • Rolondo Wayne Bonner

View on SEC IAPD

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