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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-11 |
Branch Locations
2421 Callender Rd Ste 123H, Mansfield, TX 76063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Pelham | AL | 12/2012 | 09/2022 |
| Primerica Financial Services | Mansfield | TX | 09/2022 | Present |
| Pfs Investments Inc. | Mansfield | TX | 12/2022 | Present |
| Priority Financial Services | Fort Worth | TX | 09/2022 | 11/2022 |
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. Swartz Hanson Architect, (1099), Not Investment Related, Fort Worth, TX 76107, Survey Site measurer, 08/2023 to present, 35 hours committed per month, 1 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-20 |
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