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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
1111 Route 110 Ste 355, Farmingdale, NY 11735 • United States
485 Titus Ave Ste E, Rochester, NY 14617 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Rochester | NY | 09/1997 | Present |
| Pfs Investments Inc. | Rochester | NY | 07/1998 | Present |
| Stepping Stones Learning Center | Rochester | NY | 02/2015 | 10/2016 |
| West Irondequoit Central School District | Rochester | NY | 09/2020 | Present |
| Starbridge | Rochester | NY | 12/2020 | 08/2023 |
| Local 435 Laborer'S Union | Rochester | NY | 08/2026 | 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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-11-28 |
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