This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

former SEC adviserderivedabsent from the latest SEC roster

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Advisors on IAPD

1

Employees

2

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

SEC number

801-127391

CRD

325154

Filings on the tape

7

First filed

Jan 27, 2023

Latest filed

Jul 31, 2023

Organised

Limited Liability Company, New York

• Occurred

  Jan 27, 2023
  First Form ADV filing

  Pfs Holdings Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:19b7405e-c207-327c-09d6-bafded3cd112

First observed

Jan 27, 2023

Last observed

Jul 31, 2023 38 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.