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Current Employers
Pfs Investments Inc.

1 Primerica Parkway, Duluth, GA 30099-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-07-15
  • NJ RA
    APPROVED
    Since 2026-07-15

Branch Locations

186 Princeton-Hightstown Rd Bldg 4 Ste 16, West Windsor, NJ 08550 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Pfs Investments Inc. West Windsor NJ 05/2026 Present
Santander Bank Boston MA 08/2024 03/2025
Block Advisors Cambridge MA 01/2025 05/2026
Global General Lighting Fresh Meadows NY 01/2013 05/2017
Ada Wealth Management Princeton NJ 05/2017 01/2018
Mml Investors Services Edison NJ 03/2018 09/2018
Massmutual Edison NJ 12/2017 09/2018
Globalink Securities Inc Monrovia CA 05/2017 02/2018
Weidel Real Estate Corporation Princeton NJ 05/2017 09/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 09/2018 01/2020
Bank Of America, N.A. Princeton NJ 09/2018 01/2020
Globalink Securities, Inc Pasadena CA 04/2020 02/2022
Coldwell Banker Realty Princeton NJ 03/2020 08/2021
Transpacific Financial, Inc. Monrovia CA 01/2020 02/2022
Transglobal Advisory, Llc Monrovia CA 04/2020 02/2022
Keller Williams Realty Princeton NJ 09/2021 06/2024
Faithful Financial, Llc Lawrenceville NJ 07/2020 Present
Iams Lawrenceville NJ 06/2020 10/2023
Family First Funding, Llc Hackensack NJ 04/2021 03/2023
Primerica Financial Services West Windsor NJ 10/2023 Present
Pfs Investments Inc. West Windsor NJ 12/2023 08/2024
Meadowbrook Mortgage Bankers Westbury NY 03/2023 02/2025
East West Bank Flushing NY 01/2022 10/2023
  • 05/2026 → Present
    West Windsor, NJ
  • 08/2024 → 03/2025
    Santander Bank
    Boston, MA
  • 01/2025 → 05/2026
    Block Advisors
    Cambridge, MA
  • 01/2013 → 05/2017
    Global General Lighting
    Fresh Meadows, NY
  • 05/2017 → 01/2018
    Ada Wealth Management
    Princeton, NJ
  • 03/2018 → 09/2018
    Mml Investors Services
    Edison, NJ
  • 12/2017 → 09/2018
    Massmutual
    Edison, NJ
  • 05/2017 → 02/2018
    Globalink Securities Inc
    Monrovia, CA
  • 05/2017 → 09/2018
    Weidel Real Estate Corporation
    Princeton, NJ
  • 09/2018 → 01/2020
    Princeton, NJ
  • 09/2018 → 01/2020
    Bank Of America, N.A.
    Princeton, NJ
  • 04/2020 → 02/2022
    Globalink Securities, Inc
    Pasadena, CA
  • 03/2020 → 08/2021
    Coldwell Banker Realty
    Princeton, NJ
  • 01/2020 → 02/2022
    Transpacific Financial, Inc.
    Monrovia, CA
  • 04/2020 → 02/2022
    Monrovia, CA
  • 09/2021 → 06/2024
    Keller Williams Realty
    Princeton, NJ
  • 07/2020 → Present
    Faithful Financial, Llc
    Lawrenceville, NJ
  • 06/2020 → 10/2023
    Iams
    Lawrenceville, NJ
  • 04/2021 → 03/2023
    Family First Funding, Llc
    Hackensack, NJ
  • 10/2023 → Present
    Primerica Financial Services
    West Windsor, NJ
  • 12/2023 → 08/2024
    West Windsor, NJ
  • 03/2023 → 02/2025
    Meadowbrook Mortgage Bankers
    Westbury, NY
  • 01/2022 → 10/2023
    East West Bank
    Flushing, NY
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-12
S63 Uniform Securities Agent State Law Examination 2018-01-10
  • S66 Uniform Combined State Law Examination
    2018-06-12
  • S63 Uniform Securities Agent State Law Examination
    2018-01-10
Other Names
  • Ada Xin

View on SEC IAPD

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