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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-05-20 |
Branch Locations
1022 S Greenville Ave Ste 200, Allen, TX 75002 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Allen | TX | 05/2020 | Present |
| Pfs Investments Inc. | Allen | TX | 09/2020 | Present |
| Cure For Clara | Aubrey | TX | 05/2012 | Present |
| Massmutual | Dallas | TX | 08/2016 | 09/2017 |
| Cnt Dance | Aubrey | TX | 08/2017 | 10/2018 |
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. ClkCourse with Stacy, Not Investment related, Cross Roads, Texas 76227, Owner/Ownership, 08/2023 to present , 2 hours committed per month, (0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-20 |
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