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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 | 2025-12-12 |
Branch Locations
Land O Lakes, FL • United States
14497 N Dale Mabry Hwy Ste 240-Q, Tampa, FL 33618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-18 |
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