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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-06-17 |
Branch Locations
1350 Nasa Pkwy Ste 101, Houston, TX 77058 • United States
Houston, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Houston | TX | 02/2001 | Present |
| Pfs Investments Inc. | Houston | TX | 02/2001 | 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. --TA Greer + Associates, Inc., Investment Related, 211 E. 7th St. Ste. 620, Austin, TX, 78701, Primerica Business Purposes, Co-Owner, 02/2015 to Present, 160 hours per month (140 hours per month during securities trading hours), legal entity formed solely for Primerica business. --MPZ + Associates, LP, Investment Related, 3933 Lake Star Dr. League City, TX, 77573, Primerica Business Purposes, Co-Owner, 03/2015 to Present, 160 hours per month (140 hours per month during securities trading hours), legal entity formed solely for Primerica business. MPZ Growth, LLC, owner, not investment related, December 2018- Present
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2002-11-20 |
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