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Catherine Elizabeth Kenney

Pfs Investments Inc.

Land O Lakes, FL

CRD 6874312

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Employer firm

Pfs Investments Inc. CRD 10111

$15.5B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-06
  • FL RA
    APPROVED
    Since 2026-01-06

Branch Locations

3632 Land O Lakes Blvd Suite 104-6, Land O Lakes, FL 34639 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pfs Investments Inc. Land O Lakes FL 10/2019 Present
Primerica Financial Services Land O Lakes FL 05/2017 Present
Financial Freedom Fighters Llc Lutz FL 06/2019 Present
The Wilds Christian Camp Brevard NC 05/2019 08/2019
Pensacola Christian College Pensacola FL 08/2018 05/2019
The Wilds Christian Camp Brevard NC 05/2018 08/2018
Pensacola Christian College Pensacola FL 08/2017 05/2018
Pensacola Christian College Pensacola FL 08/2016 05/2017
Soccer Shots Tampa FL 07/2022 12/2023
  • 10/2019 → Present
    Land O Lakes, FL
  • 05/2017 → Present
    Primerica Financial Services
    Land O Lakes, FL
  • 06/2019 → Present
    Financial Freedom Fighters Llc
    Lutz, FL
  • 05/2019 → 08/2019
    The Wilds Christian Camp
    Brevard, NC
  • 08/2018 → 05/2019
    Pensacola Christian College
    Pensacola, FL
  • 05/2018 → 08/2018
    The Wilds Christian Camp
    Brevard, NC
  • 08/2017 → 05/2018
    Pensacola Christian College
    Pensacola, FL
  • 08/2016 → 05/2017
    Pensacola Christian College
    Pensacola, FL
  • 07/2022 → 12/2023
    Soccer Shots
    Tampa, FL
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
S65 Uniform Investment Adviser Law Examination 2021-10-06
S63 Uniform Securities Agent State Law Examination 2020-02-13
  • S65 Uniform Investment Adviser Law Examination
    2021-10-06
  • S63 Uniform Securities Agent State Law Examination
    2020-02-13
Other Names
  • Cat Smith
  • Catherine Elizabeth Smith
  • Catherine Kenney

View on SEC IAPD

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