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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-11-06 |
Branch Locations
6600 Chase Oaks Blvd Ste 150-B, Plano, TX 75023 • United States
Frisco, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Plano | TX | 07/1997 | Present |
| Pfs Investments Inc. | Plano | TX | 07/1997 | 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. Orenders Champions, LLC, Partner, March 2017 to present, Nature of the Business: receives compensation for Desktop Publishing (1099) book sales for BOOK 1 (Locker Room Notes: Bill Orenders original meeting notes taken as Art Williams spoke on winning, toughness, leadership building a business), BOOK 2 (The Art Williams Phenomenon), BOOK 3 (A.L. Williams Changed My Whole Life), BOOK 4 (Wish You Were There: Staring Down the Largest Industry in the World), and BOOK 5 (Everybody Wants to Be Somebody), Frisco, TX 75034, Not Investment Related, 0 hours per month (0 hours per month during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-17 |
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