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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-13 |
Branch Locations
303 N Glenoaks Blvd Ste M195-B, Burbank, CA 91502 • United States
San Antonio, TX • United States
15050 Jones Maltsberger Rd Ste 2, San Antonio, TX 78247 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | San Antonio | TX | 02/2002 | Present |
| Pfs Investments Inc | San Antonio | TX | 05/2002 | Present |
| Appextremes Llc Conga | Broomfield | CO | 04/2016 | 06/2020 |
| Apttus Corporation | Broomfield | CO | 07/2020 | 06/2024 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-25 |
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