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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 | 2021-08-03 |
Branch Locations
1306 Bay Ridge Pkwy 3Rd Floor, Ste A, Brooklyn, NY 11228 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coldwell Banker Residential Brokerage | East Brunswick | NJ | 03/1994 | 04/2024 |
| Primerica Financial Services | Brooklyn | NY | 08/2002 | Present |
| Pfs Investments Inc. | Brooklyn | NY | 06/2005 | Present |
| Anywhere Advisors Llc Fka Coldwell Banker Real Estate Services | Madison | NJ | 04/2024 | 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.. NRT Referral Network LLC, Investment Related, Madison, NJ 07940, Real Estate Salesperson (Referral Status), Zero hours per month (Zero Hours per month during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-08 |
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