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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-06-02 |
Branch Locations
185 Plains Rd 2Nd Flr Ste 201-W-1, Milford, CT 06461 • United States
1130 Cottonwood Creek Trl Ste C-3, Cedar Park, TX 78613 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Cedar Park | TX | 09/2014 | Present |
| Pfs Investments Inc. | Cedar Park | TX | 08/2014 | Present |
| United Health Group | Hartford | CT | 03/2009 | 02/2018 |
| The Boon Group | Round Rock | TX | 03/2018 | 07/2020 |
| Barr Tax & Bookkeeping Services Llc | Round Rock | TX | 06/2020 | Present |
| New England Animal Action | Springfield | MA | 08/2016 | 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. 1)United Health Group; Not Inv Rel; Hartford, Ct; Health Insurance Provider; Senior Accountant; Start Date March 2009; 173 Hrs./MTh, 162 During Securities Trading Hrs. 08/2017-Present; Barr Tax & Accounting Services; Round Rock, Tx.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-27 |
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