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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-11-13 |
Branch Locations
4100 Nw Loop 410 Suite 124, San Antonio, TX 78229 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | San Antonio | TX | 06/2014 | Present |
| Powell Electrical Systems, Inc. | Houston | TX | 11/2012 | 03/2018 |
| Primerica Financial Services | San Antonio | TX | 05/2011 | Present |
| Rogers And O'BRien Construction | Austin | TX | 03/2018 | 09/2021 |
| Vaughn Construction | Universal City | TX | 03/2022 | 11/2022 |
| Ams Llc | San Antonio | TX | 12/2022 | Present |
| Bartlett Cocke General Contractors | San Antonio | TX | 12/2022 | 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. AMS Mechanical, Not Investment Related, San Antonio, TX 78253, Owner/CEO, 06/2023 to Present, 5 hours per month (0 hours per month during securities trading hours), Aggielar Management Solutions, LLC, San Antonio, Texas 78253, Owner/ownership, 08/2008 to Present, 5 hours committed per month. (0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-25 |
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