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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-01-24
  • FL RA
    APPROVED
    Since 2024-01-24

Branch Locations

Urb Villa Clementina D2 Altos Camino Alejandrino, Guaynabo, PR 00969 • United States

7955 Nw 12 St Ste 200, Doral, FL 33126 • 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
Primerica Financial Services Doral FL 05/2022 Present
Pfs Investments Inc. Doral FL 03/2023 Present
Lof Specialties Llc Pembroke Pines FL 05/2021 04/2022
Tigo Inc Ft. Lauderdale FL 04/2021 05/2021
Retired Health Care System Inc/Pharmacy Associated System Inc San Juan PR 06/2015 03/2021
  • 05/2022 → Present
    Primerica Financial Services
    Doral, FL
  • 03/2023 → Present
    Doral, FL
  • 05/2021 → 04/2022
    Lof Specialties Llc
    Pembroke Pines, FL
  • 04/2021 → 05/2021
    Tigo Inc
    Ft. Lauderdale, FL
  • 06/2015 → 03/2021
    Retired Health Care System Inc/Pharmacy Associated System Inc
    San Juan, PR
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
S63 Uniform Securities Agent State Law Examination 2025-04-15
S65 Uniform Investment Adviser Law Examination 2024-01-03
  • S63 Uniform Securities Agent State Law Examination
    2025-04-15
  • S65 Uniform Investment Adviser Law Examination
    2024-01-03
Other Names
  • Lylibeth Ortiz
  • Lilly Ortiz
  • Lylibeth Ortizferrer

View on SEC IAPD

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