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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Irving | TX | 02/2020 | 01/2023 |
| Primerica Financial Services | Irving | TX | 06/2019 | Present |
| Pacson Store | Hurst | TX | 06/2016 | 05/2018 |
| Banana Republic | Hurst | TX | 06/2019 | 08/2019 |
| School | Euless | TX | 08/2007 | 06/2019 |
| Pfs Investments Inc. | Irving | TX | 05/2023 | Present |
| Trinity High School | Euless | TX | 08/2015 | 06/2019 |
| H&R Block | Irving | TX | 11/2025 | Present |
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. FT Mancillas Enterprises, Not investment related, Irving, TX 75062, Content Creator (1099), 04/2024 to Present, 12 hours committed per month (12 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-05 |
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