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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
OH RA APPROVED 2020-12-08
  • OH RA
    APPROVED
    Since 2020-12-08

Branch Locations

Blacklick, OH • United States

1608 Lancaster Ave Ste A, Reynoldsburg, OH 43068 • United States

1001 W Euless Blvd Ste 206, Euless, TX 76040 • 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. Reynoldsburg OH 08/2020 Present
Primerica Financial Services Reynoldsburg OH 05/2019 Present
Columbus City Schools Columbus OH 09/2017 01/2020
Himalayan Grill Restaurant Columbus OH 11/2015 04/2019
  • 08/2020 → Present
    Reynoldsburg, OH
  • 05/2019 → Present
    Primerica Financial Services
    Reynoldsburg, OH
  • 09/2017 → 01/2020
    Columbus City Schools
    Columbus, OH
  • 11/2015 → 04/2019
    Himalayan Grill Restaurant
    Columbus, OH
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. Dragon Holdings Limited, not investment related, 5432 E Main Street, Reynoldsburg, OH 43068, commercial rental real estate, partner, 04/2022 to present, 1 hour per month, 1 hour per month during securities trading hours Evan-Gelina Travel Agency, LLC, not investment related, Blacklick, OH 43004, incorporator, 7/16/2019 to present. Devotes 1 hour per month, 0 hours during securities trading hours

Other Names
  • Yam Bahadur Routh

View on SEC IAPD

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