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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

AuthorityCategoryStatusDate
CO RA APPROVED 2023-11-14
  • CO RA
    APPROVED
    Since 2023-11-14

Branch Locations

Lakewood, CO • United States

8111 Lbj Fwy Ste 1315-F, Dallas, TX 75251 • United States

11990 Grant St Suite 550, Northglenn, CO 80233 • 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
OrganizationCityStateFromTo
Pfs Investments Inc. Northglenn CO 01/2022 Present
Primerica Financial Services Northglenn CO 07/2021 Present
Jeffco Public Schools Lakewood CO 07/2015 08/2024
Archdiocese Of Denver Lakewood CO 10/2025 Present
  • 01/2022 → Present
    Northglenn, CO
  • 07/2021 → Present
    Primerica Financial Services
    Northglenn, CO
  • 07/2015 → 08/2024
    Jeffco Public Schools
    Lakewood, CO
  • 10/2025 → Present
    Archdiocese Of Denver
    Lakewood, CO
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. Intrepid Dreams LLC- Partner- 10/2014 To Present- Nature Of Business: Real Estate Rentals- P.O. BOX 952, Wheat Ridge, CO 80033- Investment Related- 2-3 Hours Per Month (0-3 During Securities Trading Hours). N/A, Not Investment Related, Lakewood, CO 80215, Math Tutor, 04/2024 To Present, 10 Hours Committed Per Month (0 Hours During Securities Trading Hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-25
S63 Uniform Securities Agent State Law Examination 2023-07-29
  • S65 Uniform Investment Adviser Law Examination
    2023-10-25
  • S63 Uniform Securities Agent State Law Examination
    2023-07-29
Other Names
  • Laura Mary Nilsen
  • Laura Mary Chester

View on SEC IAPD

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