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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-07-12 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Houston | TX | 05/2017 | Present |
| Pfs Investments Inc. | Houston | TX | 04/2019 | Present |
| Dcj Transport | Pasadena | TX | 01/2018 | 05/2021 |
| My It People | Friendswood | TX | 01/2016 | 01/2017 |
| Lyft/Uber | Houston | TX | 02/2017 | 10/2017 |
| Lea Bodie | Houston | TX | 10/2017 | 12/2017 |
| Wipro | League City | TX | 10/2024 | 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. Shaklee Corporation Health Products, Pleasanton, CA, 12/8/2012 to Present, 0 hours committed per month (0 hours during securities trading hours), I only use this for a discount on products for myself and my family. I haven't used any products since 2013.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 2003-09-17 |
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