Best Investors Account Sign in

Albert Magno Bandoy

Pfs Investments Inc.

Sugar Land, TX

Missouri City, TX

CRD 7281491

Claim This Profile
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 2024-10-30
  • TX RA
    APPROVED
    Since 2024-10-30

Branch Locations

1470 First Colony Blvd Ste 350-C, Sugar Land, TX 77479 • United States

Missouri City, TX • 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. Sugar Land TX 08/2020 Present
Primerica Financial Services Sugar Land TX 12/2019 Present
Kaiser Permanente Pasadena CA 05/2018 06/2020
Collabera Pasadena CA 10/2017 05/2018
Unemployed Covina CA 03/2017 10/2017
Reach Employment Services Llc Abu Dhabi 06/2015 03/2017
  • 08/2020 → Present
    Sugar Land, TX
  • 12/2019 → Present
    Primerica Financial Services
    Sugar Land, TX
  • 05/2018 → 06/2020
    Kaiser Permanente
    Pasadena, CA
  • 10/2017 → 05/2018
    Collabera
    Pasadena, CA
  • 03/2017 → 10/2017
    Unemployed
    Covina, CA
  • 06/2015 → 03/2017
    Reach Employment Services Llc
    Abu Dhabi
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. Bandoy Financial Inc, Yes Investment related, Sugar Land, Texas 77479, Owner/President/Ownership, 12/2023 to present, 160 hours committed per month, 120 hours during securities trading hours AJB Tax Services LLC, Not Investment Related, Austin, TX 78731, Partner/Tax Preparer, 12/2024 to Present, 30-45 hours per month, 10-15 hours per month during securities trading hours, tax preparation business.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-25
S63 Uniform Securities Agent State Law Examination 2020-12-18
  • S65 Uniform Investment Adviser Law Examination
    2024-10-25
  • S63 Uniform Securities Agent State Law Examination
    2020-12-18

View on SEC IAPD

More in Sugar Land, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor