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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2020-12-17 |
Branch Locations
20750 Ventura Blvd Suite 207-A, Woodland Hills, CA 91364 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ducomun | Monrovia | CA | 10/2019 | Present |
| Bykowski Equipment | Chino | CA | 03/2019 | 10/2019 |
| Storagy | Santa Clarita | CA | 10/2018 | 03/2019 |
| Tremonti Consulting | Reston | VA | 05/2018 | 10/2018 |
| Rensselaer Polytechnic Institute | Troy | NY | 08/2017 | 05/2018 |
| Asc Process Systems | Valencia | CA | 03/2017 | 08/2017 |
| Event Medical | Lake Forest | CA | 09/2016 | 03/2017 |
| California State Polytechnic University- Pomona | Pomona | CA | 09/2012 | 09/2016 |
| Pfs Investments Inc. | Woodland Hills | CA | 01/2020 | Present |
| Primerica Financial Services | Woodland Hills | CA | 07/2019 | Present |
| Applied Companies | Valencia | CA | 10/2021 | 01/2022 |
| Krayden | Denver | CA | 05/2022 | 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2020-03-14 |
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