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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-03 |
Branch Locations
4348 Southpoint Blvd Suite 210-A, Jacksonville, FL 32216 • United States
23403 E Mission Ave Ste 203-C, Liberty Lake, WA 99019 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Victory Transportation Llc | Spokane | WA | 02/2010 | Present |
| Vt Holdings Llc | Spokane | WA | 12/2017 | 04/2024 |
| Directline Logistics Llc | Spokane | WA | 03/2014 | Present |
| Primerica Financial Services | Jacksonville | FL | 12/2020 | Present |
| Rapid Logistics Llc | Spokane | WA | 03/2016 | 10/2016 |
| Pfs Investments Inc | Jacksonville | FL | 09/2024 | Present |
| Pfs Investments Inc | Liberty Lake | WA | 05/2022 | 01/2023 |
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. Victory Transportation, LLC., Not investment related, Spokane, WA 99224, CEO/Owner, 02/2010 to Present, 20 hours committed per month (5 hours during securities trading hours). Victory Truck Shop, Not investment related, Spokane, WA 99224, Member/Partner, 03/2022 to Present, 4 hours committed per month (0 hours during securities trading hours). Directline Logistics, LLC. (DBA Delivery Force Co., Formerly known as Victory Transport Services, LLC.), Not investment related, Spokane, WA 99202, Member/Sole owner, 03/2014 to Present, 0 hours committed per month (0 hours during securities trading hours). Cargowest, LLC., Not investment related, Spokane, WA 99224, CEO/Partner/Member, 04/2021 to Present, 0 hours committed per month (0 hours during securities trading hours). Business non-operational, Entity active with the Washington Secretary of State.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-04-12 |
| S65 | Uniform Investment Adviser Law Examination | 2025-01-07 |
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