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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
13700 Lakewood Forest Dr Ste D, Houston, TX 77070 • United States
Spring, TX • United States
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 |
|---|---|---|---|---|
| Pfs Investments Inc | Houston | TX | 06/2007 | Present |
| Primerica Financial Services | Houston | TX | 03/2007 | 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. The MAP Initiative, LLC, Investment Related, 118 Vintage Park Blvd Ste W-725, Houston, TX 77070, Owner, 04/2021 to Present, 160 hours per month (140 hours per month during securities trading hours), Legal entity formed solely for Primerica business purposes. Author, Not Investment Related, Spring, TX 77379, Position/Title: Author, 06/2026 to Present, 0 hours per month (0 of hours per month during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-16 |
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