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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 | 2025-07-16 |
Branch Locations
1130 Enclave Pkwy, Houston, TX 77077 • United States
Missouri City, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Houston | TX | 01/2017 | 08/2017 |
| Primerica Financial Services | Houston | TX | 02/2016 | Present |
| Pfs Investments Inc. | Houston | TX | 02/2018 | 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. Payroc, Not investment related, Tinley Park, IL 60477, Nature of Business: Payment processing, Position/Title: Independent Agent (1099), 06/2026 to Present, 20 hours committed per month (0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-30 |
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