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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-01-25 |
Branch Locations
12808 W Airport Dr Ste 286, Sugarland, TX 77478 • United States
Fresno, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Sugarland | TX | 07/2001 | Present |
| Pfs Investments Inc | Sugarland | TX | 07/2003 | 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. TD Ameritrade, 4200 Westheimer, Houston, TX 77056, Investment Related, individual trade account, client, 08/2022 to present, 1 hour per month (1 hour per month during securities trading hours) Cee G.O.A.T., LLC, not investment related, Fresno, TX 77545, member, 12 hours committed per month (0 hours during securities trading hours). Legacy Inner Prize Inc, (Primerica Legal Entity), Investment Related, Sugarland, TX 77478, 3/16/2024 to present.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-23 |
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