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Melanie Busch Morgan

Pfs Investments Inc.

San Antonio, TX

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Current Employers
Pfs Investments Inc.

1 Primerica Parkway, Duluth, GA 30099-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2013-10-22
  • TX RA
    APPROVED
    Since 2013-10-22

Branch Locations

911 Isom Rd Ste C, San Antonio, TX 78246 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Primerica Financial Services San Antonio TX 05/2002 Present
Pfs Investments San Antonio TX 02/2006 Present
  • 05/2002 → Present
    Primerica Financial Services
    San Antonio, TX
  • 02/2006 → Present
    Pfs Investments
    San Antonio, TX
Other Businesses

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).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-08-24
S63 Uniform Securities Agent State Law Examination 2003-02-03
  • S65 Uniform Investment Adviser Law Examination
    2013-08-24
  • S63 Uniform Securities Agent State Law Examination
    2003-02-03

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