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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-09 |
Branch Locations
Fort Worth, TX • United States
5650 N Riverside Dr Ste 150-M, Fort Worth, TX 76137 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Fort Worth | TX | 06/2002 | Present |
| Pfs Investments Inc. | Fort Worth | TX | 05/2007 | 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. Manisana, LLC - Owner - 07-2017-Present NXT GEN Associates Inc., Not investment related, Fort Worth, TX 76123, Nature of Business: Business consulting, Position/Title: Director/Ownership, 08/2025 to Present, 2 hours committed per month (2 hours during securities trading hours). 2ndGen, LLC, Investment Related, 87-15 115th St. Richmond Hill, NY 11418, Primerica Business Purposes, Owner, 1/2/2020 to Present, 0 hours per month (0 hours per month during securities trading hours), entity nonoperational but active with the NY Secretary of State, Legal entity formed solely for Primerica business purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-11 |
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