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Judith Taylor

Pfs Investments Inc.

Conyers, GA

CRD 6588069

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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
GA RA APPROVED 2023-10-26
  • GA RA
    APPROVED
    Since 2023-10-26

Branch Locations

1000 Iris Drive Suite B-100, Conyers, GA 30094 • 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 Investment Inc. Conyers GA 06/2019 Present
Primerica Financial Services Conyers GA 03/1998 Present
Emorty University Atlanta GA 03/2015 01/2017
Unemployed Atlanta GA 01/2017 03/2017
Robert Half Agency Atlanta GA 03/2017 05/2017
Georgia Institute Of Technology Atlanta GA 05/2017 05/2026
  • 06/2019 → Present
    Pfs Investment Inc.
    Conyers, GA
  • 03/1998 → Present
    Primerica Financial Services
    Conyers, GA
  • 03/2015 → 01/2017
    Emorty University
    Atlanta, GA
  • 01/2017 → 03/2017
    Unemployed
    Atlanta, GA
  • 03/2017 → 05/2017
    Robert Half Agency
    Atlanta, GA
  • 05/2017 → 05/2026
    Georgia Institute Of Technology
    Atlanta, GA
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 2023-10-05
S63 Uniform Securities Agent State Law Examination 2019-09-23
  • S65 Uniform Investment Adviser Law Examination
    2023-10-05
  • S63 Uniform Securities Agent State Law Examination
    2019-09-23

View on SEC IAPD

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