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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 | 2025-02-18 |
Branch Locations
807 E Washington St Suite 100, Medina, OH 44256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Medina | OH | 07/2023 | Present |
| Pfs Investments Inc. | Medina | OH | 11/2023 | Present |
| Retired | Brunswick | OH | 08/2022 | 07/2023 |
| Ups | Brunswick | OH | 09/1988 | 08/2022 |
| Ups | Middleburg Hts | OH | 10/2024 | 12/2024 |
| Lash & Company, Cpas, Inc. | Columbus Station | OH | 01/2025 | 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-05 |
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