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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 | 2026-08-19 |
Branch Locations
6745 Rangewood Drive Suite 104, Colorado Springs, CO 80918 • United States
7401 Wiles Rd Ste 213-A, Coral Springs, FL 33067 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Coral Springs | FL | 08/2013 | Present |
| Pfs Investments Inc | Coral Springs | FL | 12/2013 | 12/2024 |
| Comerica Bank | Ft. Lauderdale | FL | 01/2014 | 02/2017 |
| American Express | Sunrise | FL | 10/2017 | Present |
| Pfs Investments Inc | Coral Springs | FL | 07/2026 | 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-03 |
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