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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-12-08 |
Branch Locations
5830 Granite Pkwy Unit 100-A, Plano, TX 75024 • United States
Mckinney, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Plano | TX | 05/2019 | Present |
| Primerica Financial Services | Plano | TX | 05/2018 | Present |
| Bkm Total Office Of Texas | Dallas | TX | 06/2018 | 03/2019 |
| Bkm Total Office Of Texas | Dallas | TX | 02/2018 | 03/2019 |
| Bkm Total Office Of Texas | Dallas | TX | 08/2015 | 02/2018 |
| Redfin Corporation | Dallas | TX | 05/2019 | 03/2021 |
| Redfin Home Services | Frisco | TX | 03/2021 | 10/2022 |
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 | 2020-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-13 |
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