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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2011-10-13 |
Branch Locations
1776 Tech Park Dr Ne Suite 102-A, New Philadelphia, OH 44663 • United States
Dover, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | New Philadelphia | OH | 05/2009 | Present |
| Primerica Financial Services | New Philadelphia | OH | 02/2005 | Present |
| Dominos Pizza | Robertsdale | AL | 12/2022 | 03/2023 |
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. Country Boys Printing, 4648 State Route 39 NW, Dover, OH 44622, Silk screening company, Owner, 10/01/2011 to Present, 10 hours committed per month (0 hours during securities trading hours), Duties are to help when needed printing. WLK Holdings, LLC., Investment related, 603 Sandpiper Dr. SE, New Philadelphia, OH 44663, Primerica business purposes, Owner, 03/2014 to Present, 160 hours committed per month (160 hours during securities trading hours), Legal entity formed solely for Primerica business purposes. dba Fedora Fooltball, Partner, 10/2011 to Present, Garment Printing operated under Country Boys Printing, Dover, OH 44622, Not-Investment Related. Spends 2 hours per month (0 during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-03-06 |
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