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Allen Nathaniel Dodson

Pfs Investments Inc.

Millsboro, DE

Union, NJ

Wilmington, DE

CRD 2454450

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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
DE RA APPROVED 2024-02-01
  • DE RA
    APPROVED
    Since 2024-02-01

Branch Locations

Millsboro, DE • United States

1767 Morris Ave. Ste B, Union, NJ 07083-3511 • United States

2055 Limestone Rd Ste 200-J, Wilmington, DE 19808 • 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 Wilmington DE 11/1990 Present
Dodson Realty Llc Irvington NJ 04/2001 Present
Pfs Investments Inc. Wilmington DE 10/2020 Present
National Debt Relief New York NY 07/2021 Present
  • 11/1990 → Present
    Primerica Financial Services
    Wilmington, DE
  • 04/2001 → Present
    Dodson Realty Llc
    Irvington, NJ
  • 10/2020 → Present
    Wilmington, DE
  • 07/2021 → Present
    National Debt Relief
    New York, NY
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. 4/2001-present, Dodson Realty, LLC, partner, 25 Tremont Terrance, Irvington, NJ 07111, spends 20 hours per month on outside business (spends 10 hours during trading hours). Sarah Calandra, investment related, 25 Tremont Ter, Irvington, NJ 07111, executor (appointed), December 2020 to present, 4 hours per month (0-4 hours per month during securities trading hours), reviews client accounts weekly to make sure they are in order

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-20
S63 Uniform Securities Agent State Law Examination 2020-09-25
  • S65 Uniform Investment Adviser Law Examination
    2022-08-20
  • S63 Uniform Securities Agent State Law Examination
    2020-09-25
Other Names
  • Allen N Dodson
  • Allen Dodson

View on SEC IAPD

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