Rupal Bhupat Doshi

Current Employers

Pfs Investments Inc.

1 Primerica Parkway, Duluth, GA 30099-0001 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-08-03

NY RA
APPROVED

Since 2021-08-03

Branch Locations

400 Broadhollow Rd Ste 4, Farmingdale, NY 11735 • United States

15720 Brixham Hill Ave Ste 300, Charlotte, NC 28277 • 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

Organization	City	State	From	To
Pfs Investments Inc	Farmingdale	NY	04/2006	Present
Primerica Financial Services	Farmingdale	NY	03/2006	Present
Doshi Capital Partners Llc	Hicksville	NY	12/2008	03/2020

04/2006 → Present

Pfs Investments Inc

Farmingdale, NY
03/2006 → Present

Primerica Financial Services

Farmingdale, NY
12/2008 → 03/2020

Doshi Capital Partners Llc

Hicksville, 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. ProSapient, Not investment related, Raleigh, NC 27601, Panelist (1099), 10/2025 to Present, 0 hours committed per month (0 hours during securities trading hours).

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-03-26
S63	Uniform Securities Agent State Law Examination	1996-01-22

S66 Uniform Combined State Law Examination

2002-03-26
S63 Uniform Securities Agent State Law Examination

1996-01-22

Other Names

Rupal Doshi

View on SEC IAPD