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Leeza Ines Lucas Shurtz

Pfs Investments Inc.

Braselton, GA

Duluth, GA

CRD 8112743

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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
GA RA APPROVED 2025-10-14
  • GA RA
    APPROVED
    Since 2025-10-14

Branch Locations

Braselton, GA • United States

1 Primerica Parkway, Duluth, GA 30099-0001 • 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
Primerica Financial Services Duluth GA 06/2025 Present
Renaissance Regulatory Services Deerfield Beach FL 06/2019 06/2025
Florida Sports Foundation Tallahassee FL 06/2017 05/2019
Aramark Tallahassee FL 10/2015 05/2017
  • 06/2025 → Present
    Primerica Financial Services
    Duluth, GA
  • 06/2019 → 06/2025
    Renaissance Regulatory Services
    Deerfield Beach, FL
  • 06/2017 → 05/2019
    Florida Sports Foundation
    Tallahassee, FL
  • 10/2015 → 05/2017
    Aramark
    Tallahassee, FL
Other Businesses

Management/Operations of investment-related products

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-10
  • S66 Uniform Combined State Law Examination
    2025-10-10
Other Names
  • Leeza Ines Lucas

View on SEC IAPD

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