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Cassandra L Rigney

Pfs Investments Inc.

Land O Lakes, FL

Tampa, FL

CRD 7653887

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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 2025-12-12
  • FL RA
    APPROVED
    Since 2025-12-12

Branch Locations

Land O Lakes, FL • United States

14497 N Dale Mabry Hwy Ste 240-Q, Tampa, FL 33618 • 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 Tampa FL 06/2022 Present
Pfs Investments Inc. Tampa FL 12/2022 Present
Unemployed Ann Arbor/Orlando FL 10/2020 05/2021
Usa Census Bureau Ann Arbor MI 09/2020 10/2020
Unemployed Ann Arbor MI 03/2020 09/2020
Jim Brady's Bar &Amp; Grill Ann Arbor MI 07/2018 03/2020
Sauce Italian Bar &Amp; Grill Adrian MI 11/2017 07/2018
Startupbootcamp Footscray, Melbourne 08/2017 11/2017
Sauce Italian Bar &Amp; Grill Adrian MI 03/2017 08/2017
Adrian College Adrian MI 08/2013 04/2017
Turo Orlando FL 05/2021 06/2022
  • 06/2022 → Present
    Primerica Financial Services
    Tampa, FL
  • 12/2022 → Present
    Tampa, FL
  • 10/2020 → 05/2021
    Unemployed
    Ann Arbor/Orlando, FL
  • 09/2020 → 10/2020
    Usa Census Bureau
    Ann Arbor, MI
  • 03/2020 → 09/2020
    Unemployed
    Ann Arbor, MI
  • 07/2018 → 03/2020
    Jim Brady's Bar &Amp; Grill
    Ann Arbor, MI
  • 11/2017 → 07/2018
    Sauce Italian Bar &Amp; Grill
    Adrian, MI
  • 08/2017 → 11/2017
    Startupbootcamp
    Footscray, Melbourne
  • 03/2017 → 08/2017
    Sauce Italian Bar &Amp; Grill
    Adrian, MI
  • 08/2013 → 04/2017
    Adrian College
    Adrian, MI
  • 05/2021 → 06/2022
    Turo
    Orlando, 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. Lyft - Not investment related - San Francisco, CA 94107 - Driver (1099) - 05/2025 to Present - 20 hours committed per month (0 hours during securities trading hours). Turo Car Share, Not investment related, Land O Lakes, FL 34639, Host (1099), 03/2026 to Present, 2 hours committed per month (0 hours during securities trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-02
S63 Uniform Securities Agent State Law Examination 2023-10-18
  • S65 Uniform Investment Adviser Law Examination
    2025-12-02
  • S63 Uniform Securities Agent State Law Examination
    2023-10-18
Other Names
  • Cassandra Rigney

View on SEC IAPD

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