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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-10 |
| DE | RA | APPROVED | 2018-07-17 |
Branch Locations
1220 Peoples Plaza Ste A, Newark, DE 19702 • United States
Bear, DE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Newark | DE | 08/2011 | Present |
| Primerica Financial Sevices | Newark | DE | 06/2008 | Present |
| Us Army Reserves | Bethlehem | PA | 07/2003 | 04/2018 |
| Robert Half (Wells Fargo) | Wilmington | DE | 05/2016 | 04/2017 |
| The Finance Highway | Wilmington | DE | 05/2017 | 06/2017 |
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. The Finance Highway, 116 Hammersmith Way, Bear, DE 19701, Not Investment Related, Author, 3 hours per month (0 hours per month during securities trading hours). Team Katalysts, LLC. (Primerica Entity), Bear, DE, Owner, 02/08/2021 to Present, 160 hours committed per month (80 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2009-04-10 |
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