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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2023-01-24 |
Branch Locations
Harrisburg, PA • United States
14497 N Dale Mabry Hwy Ste 240-G, Tampa, FL 33618 • United States
1525 Cedar Cliff Dr Ste 103, Camp Hill, PA 17011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Camp Hill | PA | 04/2021 | Present |
| Primerica Financial Services | Camp Hill | PA | 05/2020 | Present |
| Doordash | Harrisburg | PA | 07/2020 | 08/2025 |
| Amazon | Lewisberry | PA | 07/2020 | 01/2021 |
| Jd's Restaurant And Lounge | Indian Rocks Beach | FL | 02/2020 | 03/2020 |
| Family Resources Inc. | Pinellas Park | FL | 11/2019 | 06/2020 |
| Friendship Community Center | Lititz | PA | 03/2019 | 10/2019 |
| Db Schenker | Carlisle | PA | 08/2018 | 04/2019 |
| Lyft | Harrisburg | PA | 11/2017 | 11/2019 |
| Pdl Properties | Harrisburg | PA | 08/2017 | 01/2018 |
| Home Depot | Harrisburg | PA | 10/2016 | 02/2017 |
| Bethesda Mission Community Center | Harrisburg | PA | 06/2015 | 08/2019 |
| Kelly Masonary Llc | Harrisburgh | PA | 11/2021 | 05/2022 |
| Sysco | Harrisburg | PA | 05/2022 | 01/2023 |
| Secured Financials | Tampa | FL | 04/2026 | 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. Facebook, Content Creator, 12/2025 to Present, Social Media, Harrisburg, PA 17104, Not Investment Related, 1 hour per month (1 hour during securities trading hours). TikTok, Content Creator, 01/2025 to Present, Social Media, Harrisburg, PA 17104, Not-Investment Related, 1 hour per month (1 hour during securities trading hours). Secured Financials, Tax Preparer (1099), 04/2026 to Present, Tampa FL 33618, Not Investment Related, 20 hours per month (0 hours during securities trading hours) seasonal. CBN Enterprises LLC., Not investment related, Harrisburg, PA 17109, Nature of Business: Plumbing, drain cleaning, and HVAC, Position/Title: Office Administrator (1099), 05/2026 to Present, 24 hours committed per month (24 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 2021-04-27 |
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