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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 |
|---|---|---|---|
| WA | RA | APPROVED | 2026-08-07 |
Branch Locations
2941 Sunrise Blvd Ste 260, Rancho Cordova, CA 95742 • United States
2210 Riverside Dr Ste 220-A, Mt Vernon, WA 98273 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Recreational Equipment Inc. | Seattle | WA | 06/2024 | Present |
| Unemployed | Granite Bay | CA | 12/2023 | 06/2024 |
| Empower Retirement Llc | Granite Bay | CA | 03/2023 | 12/2023 |
| Doordash Inc. | Bellevue | WA | 05/2022 | 03/2023 |
| Service Response Partners Llc | Chico | CA | 02/2021 | 05/2022 |
| Doordash Inc. | Chico | CA | 05/2020 | 02/2021 |
| California State University, Chico | Chico | CA | 06/2018 | 05/2020 |
| American River College | Granite Bay | CA | 08/2016 | 06/2018 |
| Primerica Financial Services | Mt Vernon | WA | 04/2015 | Present |
| Pfs Investments Inc. | Mt Vernon | WA | 02/2026 | 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2026-04-27 |
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