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Lillian Theresa Cucuzza

Pfs Investments Inc.

Land O Lakes, FL

Land O Lakes, FL

CRD 1500776

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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
FL RA APPROVED 2011-10-04
  • FL RA
    APPROVED
    Since 2011-10-04

Branch Locations

3632 Land O Lakes Blvd Ste 106-24, Land O Lakes, FL 34639 • United States

Land O Lakes, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Pfs Investments Inc. Land O Lakes FL 04/1986 Present
Primerica Financial Services Land O Lakes FL 02/1991 Present
  • 04/1986 → Present
    Land O Lakes, FL
  • 02/1991 → Present
    Primerica Financial Services
    Land O Lakes, FL
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. HIS Creations, LLC., Associate, not investment related, Land O Lakes, FL, 01/2019 to present. LILTAC, INC., investment related, 6739 Land O' Lakes Blvd, Land O' Lakes, FL 34638, Primerica Business Purposes, Owner/President, 05/1999 to Present, 160 hours per month (160 hours per month during securities trading hours), legal entity formed solely for Primerica business purposes.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-08-30
S63 Uniform Securities Agent State Law Examination 1986-06-19
  • S65 Uniform Investment Adviser Law Examination
    2011-08-30
  • S63 Uniform Securities Agent State Law Examination
    1986-06-19

View on SEC IAPD

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