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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-09 |
Branch Locations
8131 Lyndon B Johnson Freeway Suite 275-O, Dallas, TX 75251 • United States
Dallas, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Dallas | TX | 11/2014 | Present |
| Primerica Financial Services | Dallas | TX | 08/2010 | 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. 02/2021-Present, Browns Family Fund, Manager, 1617 Chicago St., Muskogee, OK 74401, spends 4 hours per month on outside business. Brown Family Ventures Series LLC, DBA Brown Family RRE1, Partner/managing member, 03/23/2022 to Present, nature of business: real estate investing, 13612 Midway Rd., Suite 33315, Dallas, TX 75244, investment related, 0 to 2 hours per month (0 to 2 during securities trading hours). Brown Family Ventures Series LLC DBA Brown Family Trucking, Partner/managing member, 11/2021 to Present, nature of business: transportation company, 13612 Midway Rd. Suite 33315, Dallas, TX 75244, non-investment related, 8 to 10 hours per month (8 to 10 during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-19 |
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