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Daniel O Ojekunbi

Pfs Investments Inc.

Richmond, TX

Richmond, TX

CRD 7485299

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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
TX RA APPROVED 2026-02-02
  • TX RA
    APPROVED
    Since 2026-02-02

Branch Locations

Richmond, TX • United States

8315 Fm Rd 723 Suite 35, Richmond, TX 77406 • 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. 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
  • 01/2022 → Present
    Richmond, TX
  • 06/2021 → Present
    Primerica Financial Services
    Richmond, TX
  • 09/2021 → 03/2023
    Optic, Inc.
    Houston, TX
  • 06/2021 → 09/2022
    Artech, Inc.
    Morristown, NJ
  • 03/2020 → 06/2025
    Proven System Solution
    Houston, TX
  • 01/2019 → 03/2020
    Cab Admin Services Inc.
    Houston, TX
  • 09/2017 → 12/2018
    Khitan Llc
    Houston, TX
  • 01/2007 → 09/2017
    Apron Consult
    Lagos
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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-09
S63 Uniform Securities Agent State Law Examination 2022-03-29
  • S65 Uniform Investment Adviser Law Examination
    2026-01-09
  • S63 Uniform Securities Agent State Law Examination
    2022-03-29

View on SEC IAPD

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