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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2018-03-16 |
Branch Locations
169 Ramapo Valley Road Suite Ll106-E, Oakland, NJ 07436 • United States
24301 Walden Center Dr Ste 100-A, Bonita Springs, FL 34134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Bonita Springs | FL | 02/2008 | Present |
| Pfs Investments Inc. | Bonita Springs | FL | 10/2008 | 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. 07/2018-Present; Zisman Office & Operations Management - Sole Proprietor/Self Employed; Aventura, FL. Shragatashen LLC, Investment Related, Aventura, FL 33160, Nature of Business: Will own and hold rental real estate, Position/Title: Owner, 06/2025 to Present, 1 hour per month (1 hour per month during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2009-01-12 |
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