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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-21 |
Branch Locations
1506 Paseo Del Plata Ste 300, Temple, TX 76502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Temple | TX | 02/2020 | Present |
| Primerica Financial Services | Temple | TX | 07/2011 | Present |
| University Of Houston | Houston | TX | 08/2016 | 08/2018 |
| Houston Grand Opera | Houston | TX | 08/2018 | 06/2020 |
| Lonestar College | Houston | TX | 12/2018 | 11/2019 |
| Self | Houston | TX | 08/2018 | 02/2020 |
| University Of Houston | Houston | TX | 08/2020 | 04/2026 |
| University Of Mary Hardin-Baylor | Belton | TX | 08/2025 | 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2020-05-14 |
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