Robyn Sherman

Employer firm

Pfs Investments Inc. CRD 10111

$15.5B regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Pfs Investments Inc.

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

Current Registrations

Authority	Category	Status	Date
LA	RA	APPROVED	2024-03-20

LA RA
APPROVED

Since 2024-03-20

Branch Locations

851 Robert Boulevard, Slidell, LA 70458 • United States

Slidell, LA • 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
Primerica Financial Services	Slidell	LA	10/2016	Present
Pfs Investments Inc.	Slidell	LA	09/2023	Present
American Express Co.	New York	NY	02/2013	06/2023

10/2016 → Present

Primerica Financial Services

Slidell, LA
09/2023 → Present

Pfs Investments Inc.

Slidell, LA
02/2013 → 06/2023

American Express Co.

New York, 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.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-03-04
S63	Uniform Securities Agent State Law Examination	2023-11-20

S65 Uniform Investment Adviser Law Examination

2024-03-04
S63 Uniform Securities Agent State Law Examination

2023-11-20

Other Names

Robyn Badon
Robyn Lorraine Badon
Robyn Lorraine Sherman

View on SEC IAPD