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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-06-28 |
Branch Locations
1130 Cottonwood Creek Trl Ste C-3, Cedar Park, TX 78613 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Cedar Park | TX | 01/2016 | Present |
| Primerica Financial Services | Cedar Park | TX | 02/1996 | 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. Spillane & Associates, Inc., Investment Related, 500 Palm Valley Blvd. Round Rock TX 78664, Nature of Business (Primerica Business Purposes), Owner, Start Date (2/06/2003) to Present, 160 hours per month (100 of hours per month during securities trading hours), Legal entity formed solely for Primerica business purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-31 |
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