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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 |
|---|---|---|---|
| DE | RA | APPROVED | 2024-02-01 |
Branch Locations
1767 Morris Ave. Ste B, Union, NJ 07083-3511 • United States
2055 Limestone Rd Ste 200-J, Wilmington, DE 19808 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-25 |
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