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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 | 2026-02-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Richmond | TX | 01/2022 | Present |
| Primerica Financial Services | Richmond | TX | 06/2021 | Present |
| Optic, Inc. | Houston | TX | 09/2021 | 03/2023 |
| Artech, Inc. | Morristown | NJ | 06/2021 | 09/2022 |
| Proven System Solution | Houston | TX | 03/2020 | 06/2025 |
| Cab Admin Services Inc. | Houston | TX | 01/2019 | 03/2020 |
| Khitan Llc | Houston | TX | 09/2017 | 12/2018 |
| Apron Consult | Lagos | 01/2007 | 09/2017 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-29 |
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