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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-03-28 |
Branch Locations
174 S Guadalupe St.A Ste. 200, San Marcos, TX 78666-5567 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Parsonex Advisory Services | Englewood | CO | 02/2017 | 10/2018 |
| The Way Companies | Houston | TX | 03/2003 | 06/2017 |
| Johnson Controls Inc. | Austin | TX | 06/2017 | 07/2022 |
| Pfs Investments Inc. | San Marcos | TX | 01/2019 | Present |
| Primerica Financial Services | San Marcos | TX | 05/1986 | Present |
| E3 | Highland Village | TX | 09/2025 | 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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-01-12 |
| S65 | Uniform Investment Adviser Law Examination | 2017-05-12 |
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