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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2021-12-08 |
Branch Locations
3634 S Plaza Trail Suite 103, Virginia Beach, VA 23452 • United States
12 Mill Plain Road Suite 6, Danbury, CT 06810 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Virginia Beach | VA | 07/2020 | Present |
| Primerica Financial Services | Virginia Beach | VA | 02/2020 | Present |
| Kreatively Chic Events | Virginia Beach | VA | 07/2017 | Present |
| Strayer University | Virginia Beach | VA | 01/2008 | 08/2017 |
| Davcon Inc. | Virginia Beach | VA | 05/2020 | 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. Kreatively Chic Events, LLC, Not Investment Related, 1242 Warwick Drive Virginia Beach, VA 23453, Owner, January 2017 to Present, 30 hours per month (0 hours per month during securities trading hours), legal entity formed solely for event planning business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-31 |
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