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Robert Bruce Padgett

Pfs Investments Inc.

Lake Worth, FL

Lake Worth Beach, FL

CRD 7610036

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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
FL RA APPROVED 2022-12-12
  • FL RA
    APPROVED
    Since 2022-12-12

Branch Locations

3900 Woodlake Blvd Suite 302 P, Lake Worth, FL 33463 • United States

Lake Worth Beach, FL • 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
Primerica Financial Services Lake Worth FL 09/2020 Present
Pfs Investments Inc. Lake Worth FL 08/2022 Present
The Stony Brook School Stony Brook NY 08/2014 06/2021
Self-Employed Musician Lake Worth Beach FL 07/1986 Present
  • 09/2020 → Present
    Primerica Financial Services
    Lake Worth, FL
  • 08/2022 → Present
    Lake Worth, FL
  • 08/2014 → 06/2021
    The Stony Brook School
    Stony Brook, NY
  • 07/1986 → Present
    Self-Employed Musician
    Lake Worth Beach, FL
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. Self Employed/ Freelance Musician, Not Investment Related, 07/1986 To Present, 310 S. Palmway, Lake Worth Beach Fl 334604, 20 Hours Committed Per Month, 0 Hours During Securities Trading Hours. Nature Of the Business: Freelance Musician/Performer - Playing Piano, Singing, Singer/Songwriter, Composer, Conductor, Worship Musician, Worship Leader, Wedding Musician, Educator, Potential Sale of Recorded Music Tracks at Music.Bobpadgett.Com. Currently Extremely Infrequent, And Rearely Paid. Founding Member - Small-Business Owners Networking Group (Name Unknown) - Present.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-04
S63 Uniform Securities Agent State Law Examination 2022-09-16
  • S65 Uniform Investment Adviser Law Examination
    2022-11-04
  • S63 Uniform Securities Agent State Law Examination
    2022-09-16

View on SEC IAPD

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