Best Investors
Account
Sign in
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 | 2026-08-03 |
Branch Locations
South Pasadena, FL • United States
25400 Us Hwy 19 N Ste 158-B, Clearwater, FL 33763 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Auburn Hills | MI | 10/2016 | 06/2017 |
| Primerica Financial Services | Clearwater | FL | 09/2016 | Present |
| Pfs Investments Inc. | Clearwater | FL | 10/2017 | Present |
| 15Th Street Farm N. | St. Petersburg | FL | 04/2024 | 08/2024 |
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. Cleaning & Dog Sitting Business, Not investment related, South Pasadena, CA 33707, Owner (1099), 05/2026 to Present, 40 hours committed per month (10 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-08 |
Reach out to this advisor