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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 | 2026-04-03 |
Branch Locations
115-87 Lefferts Blvd, S. Ozone Park, NY 11420 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| County Of Suffolk | Hauppauge | NY | 01/2022 | Present |
| The Law Offices Of Pamela Aurelien, Pllc | Hauppauge | NY | 06/2003 | 01/2022 |
| Primerica Financial Services | South Ozone Park | NY | 10/2025 | Present |
| Pfs Investments Inc. | South Ozone Park | NY | 01/2026 | 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. The Law Offices of Pamela Aurelien PLLC, Not Investment Related, Hauppauge, NY 11788, Nature of Business: Attorney, Position/Title: Attorney, 07/2026 to Present, 10 hours per month (0 of hours per month during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2026-01-30 |
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