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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 | 2024-10-30 |
Branch Locations
1470 First Colony Blvd Ste 350-C, Sugar Land, TX 77479 • United States
Missouri City, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-18 |
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