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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2023-10-04 |
Branch Locations
2114 Williamsbridge Rd Suite 202, Bronx, NY 10461 • United States
Cliffside Park, NJ • United States
48 Christian Ln Fl 2, Newington, CT 06111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Bronx | NY | 10/2020 | Present |
| Primerica Financial Services | Bronx | NY | 05/2018 | Present |
| Cliffside Park Central School District | Cliffside Park | NJ | 01/2016 | 06/2019 |
| Mary Kay Consultant | Dallas | TX | 06/2008 | 05/2023 |
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. Uber driver, San Francisco, CA, 40 hours per month 0 during trading hours,5/2017 to Present Lyft driver, San Francisco, CA 40 hours per month, 0 during trading hours. 5/2017 to Present
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-22 |
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