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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2022-07-06 |
Branch Locations
1 Primerica Parkway, Duluth, GA 30099-0001 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Hattiesburg | MS | 06/2017 | 11/2018 |
| Primerica Financial Services | Hattiesburg | MS | 06/2017 | 11/2018 |
| Playpen Hattiesburg | Hattiesburg | MS | 02/2015 | 10/2017 |
| Wells Fargo Clearing Services, Llc. | Hattiesburg | MS | 11/2018 | 11/2019 |
| Wells Fargo Bank Na | Hattiesburg | MS | 11/2018 | 11/2019 |
| Minnesota Life Insurance Company | St. Paul | MN | 12/2019 | 05/2021 |
| Securian Financial Services | St. Paul | MN | 12/2019 | 05/2021 |
| Compass Capital | Metairie | LA | 12/2019 | 05/2021 |
| Tuesday Morning | Slidell | LA | 10/2020 | 01/2021 |
| Allstate Insurance Co | Harahan | LA | 05/2021 | 06/2022 |
| Primerica Financial Services | Duluth | GA | 06/2022 | Present |
Management/Operations of Investment-Related Products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-19 |
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