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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Md Anderson Cancer Center | Houston | TX | 04/2002 | Present |
| Jla Realty | Katy | TX | 01/2017 | 02/2018 |
| Pfs Investments Inc. | Houston | TX | 07/2018 | Present |
| Primerica Financial Services | Houston | TX | 03/2017 | Present |
| Walzel Properties Llc. | Houston | TX | 08/2018 | 05/2026 |
| Re/Max | Sugar Land | TX | 02/2018 | 08/2018 |
| Realm Real Estate Professionals | Sugar Land | TX | 10/2015 | 01/2017 |
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. MD Anderson Cancer Center, Not investment related, Houston, TX, Nature of Business: Medical, Position/Title: Program Manager, 04/2002 to Present, 160 hours committed per month (0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-02 |
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