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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-10-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | San Antonio | TX | 05/2002 | Present |
| Pfs Investments | San Antonio | TX | 02/2006 | 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. Door Dash, Not Investment Related, San Francisco, CA 94103, Dasher (1099), 12/2022 to Present, 40 hours committed per month (0 hours during securities trading hours. Bees, not investment Related, Leander TX 78641, Nature: Children's Book, Position: Author, Start date: 05/2023 to Present, No hours at this time, rep only selling book online. Bill Did Not Sit Still, not investment Related, Leander TX 78641, Nature: Children's Book, Position: Author, Start date: 05/2023 to Present, No hours at this time, rep only selling book online. Mark and the Dark, not investment Related, Leander TX 78641, Nature: Children's Book, Position: Author, Start date: 05/2023 to Present, No hours at this time, rep only selling book online. MBTRM, LLC., Not investment related, Leander, TX 78641, Nature of Business: Purchase of rental real estate, Position/Title: Managing Member/Ownership, 08/2025 to Present, 60 hours committed per month (30 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-03 |
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