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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 |
|---|---|---|---|
| IN | RA | APPROVED | 2024-03-19 |
Branch Locations
53905 Cr 9 Ste A, Elkhart, IN 46514 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Elkhart | IN | 02/2022 | Present |
| Primerica Financial Services | Elkhart | IN | 08/2021 | Present |
| Ups | Indianapolis | IN | 06/2021 | 08/2021 |
| Wabash College | Crawfordsville | IN | 01/2021 | 06/2021 |
| Ups | Indianapolis | IN | 11/2020 | 01/2021 |
| Lebanon Senior High School | Lebanon | IN | 01/2012 | 05/2017 |
| Wabash College | Crawfordsville | IN | 08/2017 | 05/2018 |
| Kanakuk Kamps | Lampe | MO | 05/2018 | 08/2018 |
| Wabash College | Crawfordsville | IN | 08/2018 | 05/2019 |
| Kanakuk Kamps | Lampe | IN | 05/2019 | 08/2019 |
| Wabash College | Crawfordsville | IN | 08/2019 | 01/2020 |
| College Year In Athens | Athens | 01/2020 | 03/2020 | |
| Ups | Indianapolis | IN | 04/2020 | 08/2020 |
| Wabash College | Crawfordsville | IN | 08/2020 | 11/2020 |
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. Jones-E & Associates LLC, Investment Related, Granger, IN 46530, Primerica Business Purposes, Owner, 6/09/2024 To Present, 160 Hours Per Month (150 Hours Per Month During Securities Trading Hours), Legal Entity Formed Solely For Primerica Business Purposes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-26 |
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