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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-06-13 |
Branch Locations
588 N 4Th St Ste A, Wills Point, TX 75169 • United States
Rowlett, TX • United States
3 disclosure categories 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 | Wills Point | TX | 05/2002 | Present |
| Pfs Investments Inc. | Wills Point | TX | 04/2005 | 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. Masculine Leadership Coaching, Not Investment Related, Rowlett, TX 75089, Owner/Ownership, 15 hours committed per month, (0 hours during securities trading hours.) LC Photo Services, Inc., Investment Related, 5707 Flamingo Ct., Rowlett, TX 75089, Primerica business purposes, Owner, 10/2011 to present, 1 hour per month (0 hours per month during securities trading hours) Legal Entity Formed Solely For Primerica Business Purposes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-25 |
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