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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
DE RA APPROVED 2024-11-19
  • DE RA
    APPROVED
    Since 2024-11-19

Branch Locations

258 Ushers Rd Ste 202, Clifton Park, NY 12065 • United States

520 Christiana Medical Center, Newark, DE 19702 • 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 Newark DE 07/2023 Present
Pfs Investments Inc. Newark DE 01/2024 Present
Anywhere Integrated Services Harrisburg PA 08/2020 10/2023
Reliance Therapy Middletown PA 11/2020 07/2022
Target Frederick MD 03/2020 08/2020
Tropical Smoothie Cafe Frederick MD 08/2017 06/2020
Hood College Frederick MD 08/2015 05/2019
Perdue Salisbury MD 02/2024 Present
  • 07/2023 → Present
    Primerica Financial Services
    Newark, DE
  • 01/2024 → Present
    Newark, DE
  • 08/2020 → 10/2023
    Anywhere Integrated Services
    Harrisburg, PA
  • 11/2020 → 07/2022
    Reliance Therapy
    Middletown, PA
  • 03/2020 → 08/2020
    Target
    Frederick, MD
  • 08/2017 → 06/2020
    Tropical Smoothie Cafe
    Frederick, MD
  • 08/2015 → 05/2019
    Hood College
    Frederick, MD
  • 02/2024 → Present
    Perdue
    Salisbury , MD
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 2024-09-14
S63 Uniform Securities Agent State Law Examination 2024-08-03
  • S65 Uniform Investment Adviser Law Examination
    2024-09-14
  • S63 Uniform Securities Agent State Law Examination
    2024-08-03
Other Names
  • Amanda Jo Chubb

View on SEC IAPD

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