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Alden Small

Pfs Investments Inc.

Horn Lake, MS

CRD 7193913

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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
MS RA APPROVED 2023-08-14
  • MS RA
    APPROVED
    Since 2023-08-14

Branch Locations

1426 Nail Rd Ste B, Horn Lake, MS 38637 • 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. Horn Lake MS 11/2019 Present
Primerica Financial Services Horn Lake MS 10/2016 Present
Kids Only Gym Southaven MS 06/2016 11/2016
Senatobia Municipal School District Senatobia MS 08/2021 Present
Pfsu - Primerica Financial Services Duluth GA 11/2024 Present
  • 11/2019 → Present
    Horn Lake, MS
  • 10/2016 → Present
    Primerica Financial Services
    Horn Lake, MS
  • 06/2016 → 11/2016
    Kids Only Gym
    Southaven, MS
  • 08/2021 → Present
    Senatobia Municipal School District
    Senatobia, MS
  • 11/2024 → Present
    Pfsu - Primerica Financial Services
    Duluth, GA
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. Compel Church, Campus Connect Group Point, Not investment related, 820 Church Rd. E., Southaven, MS 38671, 01/2023 to Present, 20 hours committed per month (10 hours during securities trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-21
S63 Uniform Securities Agent State Law Examination 2020-06-20
  • S65 Uniform Investment Adviser Law Examination
    2023-07-21
  • S63 Uniform Securities Agent State Law Examination
    2020-06-20
Other Names
  • Alden Cassidy Temple
  • Alden Temple Small

View on SEC IAPD

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