Full text of PFS INVESTMENTS INC.'s X-17A-5 filed 2026-02-27 (period 2025-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ #### **PFS INVESTMENTS INC.** (A Wholly Owned Subsidiary of Primerica Finance Corporation) Statement of Financial Condition December 31 , 2025 (With Report oflndependent Registered Public Accounting Firm Thereon) {1}------------------------------------------------ ## **UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549** 0MB APPROVAL 0MB Number: 3235-0123 Expires: Nov. 30, 2026 Estimated average burden hours per response: 12 # **ANNUAL REPORTS FORM X-17A-5 PART** Ill SEC FILE NUMBER 8-26486 **FACING PAGE Information Required Pursuant to Rules 17a-5, 17a-12, and lSa-7 under the Securities Exchange Act of 1934** FILING FOR THE PERIOD BEGINNING **0 1/01 /25** MM/DD/YY AND ENDING **12/31 /25** MM/DD/YY **A. REGISTRANT IDENTIFICATION** NAME oF FIRM: PFS Investments Inc. TYPE OF REGISTRANT (check all applicable boxes): C!l Broker-dealer D Security-based swap dealer D Major security-based swap participant □ Check here if respondent is also an OTC derivatives dea ler ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) 1 Primerica Pkwy (No. and Street) Duluth GA (City) (State) PERSON TO CONTACT WITH REGARD TO THIS FILING 30099 (Zip Code) Dasia Coley (470) 564-5973 Dasia. Coley@pri merica .com (Name) (Area Code-Telephone Number) (Email Address) **B. ACCOUNTANT IDENTIFICATION** INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing\* KPMG LLP (Name - if individual, state last, first, and middle name) 303 Peachtree Street, N.E. 2000 Atlanta GA 30308 (Address) (City) (State) (Zip Code) October 20, 2003 185 l" of Registcatioo with PCAOB)lif applicable) **FOR OFFICIAL USE ONLY** (PCAOB Registcatioo Nombec, if applicable <sup>I</sup>I \* Claims for exemption from the requirement that the annual reports be covered by the reports of an independent public accountant must be supported by a statement of facts and circumstances relied on as the basis of the exemption. See 17 CFR 240.17a-S(e)(l)(ii), if applicable. **Persons who are to respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid 0MB control number.** {2}------------------------------------------------ ## OATH **OR AFFIRMATION** I, Dasia Coley **swear (or affirm) that, to the best of my knowledge and belief, the financial report pertaining to the** firm of PFS Investment Inc. **as of** **December 31 2~ is true and correct.** <sup>I</su…Read the full text as markdown