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Current Employers
Pfs Investments Inc.

1 Primerica Parkway, Duluth, GA 30099-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2015-09-24
  • TX RA
    APPROVED
    Since 2015-09-24

Branch Locations

Houston, TX • United States

7211 Regency Square Blvd Ste 245, Houston, TX 77036 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pfs Investments Inc Houston TX 01/2008 Present
Primerica Financial Services Houston TX 10/2006 Present
  • 01/2008 → Present
    Houston, TX
  • 10/2006 → Present
    Primerica Financial Services
    Houston, TX
Other Businesses

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. FelMar & Associates, Inc., Investment Related, 9503 Tree Sparrow Lane, Houston, TX, 77083, Primerica Business Purposes, Owner, 11/2017 to Present, 160 hours per month (160 hours per month during securities trading hours), legal entity formed solely for Primerica business.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-09-16
S63 Uniform Securities Agent State Law Examination 2008-03-02
  • S65 Uniform Investment Adviser Law Examination
    2015-09-16
  • S63 Uniform Securities Agent State Law Examination
    2008-03-02

View on SEC IAPD

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