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Rodolfo Benitez

Pfs Investments Inc.

Austin, TX

CRD 6675348

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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
TX RA APPROVED 2019-01-30
  • TX RA
    APPROVED
    Since 2019-01-30

Branch Locations

10713 Rr 620 N Ste 303, Austin, TX 78726 • 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 Austin TX 09/2016 Present
Primerica Financial Services Austin TX 02/2016 Present
Bosch Rexroth Bethlehem PA 05/2015 08/2019
Aereon Austin TX 09/2019 05/2020
Evolv Technologies Liberty Hill TX 11/2021 Present
  • 09/2016 → Present
    Austin, TX
  • 02/2016 → Present
    Primerica Financial Services
    Austin, TX
  • 05/2015 → 08/2019
    Bosch Rexroth
    Bethlehem, PA
  • 09/2019 → 05/2020
    Aereon
    Austin, TX
  • 11/2021 → Present
    Evolv Technologies
    Liberty Hill, TX
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 2017-07-18
S63 Uniform Securities Agent State Law Examination 2016-11-30
  • S65 Uniform Investment Adviser Law Examination
    2017-07-18
  • S63 Uniform Securities Agent State Law Examination
    2016-11-30

View on SEC IAPD

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