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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 | 2026-07-31 |
Branch Locations
1022 S Greenville Ave Ste 200-E, Allen, TX 75002 • 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 | Allen | TX | 06/2023 | Present |
| Pfs Investments Inc. | Allen | TX | 12/2023 | 02/2025 |
| Streetlights Residential | Dallas | TX | 02/2022 | 07/2023 |
| Self-Employed | Dallas | TX | 07/2021 | 02/2022 |
| Unemployed | Dallas | TX | 01/2021 | 07/2021 |
| Gensler | Dallas | TX | 10/2014 | 01/2021 |
| Pfs Investments Inc. | Allen | TX | 08/2025 | 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. Almikuz Real 1, investment related, Owner (real estate), Dallas TX, 07/2020 to Present, devoted 4 hours a month (1 hour during securities trading hours). Eddy Villaseca, Owner, 07/2026 to Present, Agricultural Import Export Coordinator (1099), Dallas, TX 75287, Not Investment Related, 4 Hours Per Month (1 Hour During Securities Trading Hours)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-05 |
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