Best Investors
Account
Sign in
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 | 2024-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Houston | TX | 12/2019 | Present |
| Pfs Investments Inc. | Houston | TX | 03/2023 | Present |
| California University Of Pennsylvania | California | PA | 01/2014 | 12/2017 |
| 1-800-Got-Junk | Pittsburgh | PA | 06/2014 | 02/2018 |
| Total Quality Logistics | Pittsburgh | PA | 02/2018 | 06/2018 |
| Mattress Firm | Pittsburgh | PA | 07/2018 | 11/2018 |
| Jared Galleria Of Jewerly | Pittsburgh | PA | 11/2018 | 01/2021 |
| Mens Warehouse | Pittsburgh | PA | 04/2019 | 03/2020 |
| Ok Grocery | Pittsburgh | PA | 05/2020 | 02/2021 |
| Lowes | Houston | TX | 10/2022 | 11/2022 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-30 |
Reach out to this advisor