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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_RES | 2026-03-23 |
| NC | RA | APPROVED | 2023-06-27 |
Branch Locations
615 S College St Office #08-109, Charlotte, NC 28202 • United States
Indian Trail, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investment Inc. | Charlotte | NC | 02/2018 | Present |
| Primerica Financial Services | Charlotte | NC | 08/2017 | Present |
| Golds Gym | Knoxville | TN | 08/2013 | 08/2017 |
| Golds Gym | Charlotte | NC | 08/2017 | 03/2023 |
| Carson-Newman University | Jefferson City | TN | 08/2002 | 08/2017 |
| Cornwell Center | Charlotte | NC | 03/2018 | 06/2021 |
| Charlotte Christian College & Theological Seminary | Charlotte | NC | 06/2021 | 12/2025 |
| Charlotte Christian College | Charlotte | NC | 04/2024 | 05/2025 |
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. Yom Tov Enterprises, LLC, Partnership, Not Investment Related, Charlotte, NC 28216, 5/2024 to Present, Spends 1 Hour Per Month (0 During Securities Trading Hours). Celebrating Grace, Writer (1099), 01/2026 to Present, Write periodic Sunday School Lessons, Macon, GA 31210, Non-investment related, 4 Hours Per Month (0 Hours Per Month During Securities Trading Hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-13 |
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