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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2020-09-10 |
Branch Locations
Wellington, OH • United States
7085 Brecksville Rd Ste A, Independence, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Independence | OH | 02/2017 | Present |
| Pfs Investments Inc. | Independence | OH | 10/2017 | Present |
| Trimline Die Llc | Lagrange | OH | 08/1997 | 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. --Present - Landlord, not investment related, 133 West Herrick Avenue, Wellington, OH, Rental Property. -- YMA Properties, Not Investment related, Wellington, OH 44090, Owner/Ownership, 12/2020 to Present, 6 hours committed per month, (0 hours during securities trading hours. -- Custom Metal Designs llc, not investment related, Wellington, OH 44090, owner/ownership, 09/2020 to present, 4 hours committed per month. -- YMA 355P Properties llc, not investment related, Wellington, OH 44090, owner/ownership 02/2021 to present, 2 hours committed per month. -- YMA 124C Properties llc, not investment related, Wellington, OH 44090, owner/ownership 02/2021 to present, 2 hours committed per month. -- RAV3N, non-investment related, Wellington, OH 44090, Registered agent, 11/2022 to present. -- 355P Properties, llc, not investment related, wellington, OH 44090, owner, 02/2021 to present.
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