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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2011-09-23 |
Branch Locations
911 Isom Rd Ste C, San Antonio, TX 78246 • United States
San Antonio, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | San Antonio | TX | 07/1997 | Present |
| Pfs Investments Inc. | San Antonio | TX | 03/1998 | 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. GWBMED INC., non investment related, 26420 Smithson Valley RD, San Antonio, TX 78261, 1/8/2019 to present, Partner, 0 hours per month (0 hours per month during securities trading hours), entity was established for tax purposes only Team GWB, Limited Partnership, non investment related, 26420 Smithson Valley RD, San Antonio, TX 78261, 1/9/2019 to present, Partner, 0 hours per month(0 hours per month during securities trading hours), entity was established for tax purposes. TWBLMB, LLC, non investment related, 26420 Smithson Valley RD, San Antonio, TX 78261, 3/27/2017 to present, Partner, 0 hours per month (0 hours per month during securities trading hours), Real Estate investing.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-30 |
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