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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2018-09-10 |
Branch Locations
White House, TN • United States
1 Primerica Parkway, Duluth, GA 30099 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Duluth | GA | 12/1997 | 10/2016 |
| Prim Finan Srvs | Duluth | GA | 03/2004 | 10/2016 |
| Unemployed | Coupeville | WA | 12/2016 | 02/2017 |
| Island Family Dentistry | Oak Harbor | WA | 11/2016 | 11/2016 |
| Lind'S | Freeland | WA | 02/2017 | 05/2017 |
| New Leaf, Inc | Oak Harbor | WA | 05/2017 | 12/2018 |
| Primerica Financial Services | Duluth | GA | 09/2018 | Present |
Management/Operations of investment-related products
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-09-19 |
| S65 | Uniform Investment Adviser Law Examination | 2011-08-08 |
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