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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 | 2021-07-08 |
| TX | RA | APPROVED_RES | 2019-11-20 |
Branch Locations
910 Montauk Hwy Ste 3-A, Copiague, NY 11726 • United States
Lindenhurst, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Copiague | NY | 08/1995 | Present |
| Pfs Investments Inc. | Copiague | NY | 12/1995 | 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. Executor for will of Constance M. Kash 15 Harbor North, Amityville, NY Executor on mother's will. Contingent executor for Marie Leonardi 121 15TH Ave. West, New York.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-25 |
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