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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-06-15 |
Branch Locations
174 S Guadalupe St.A Ste. 200, San Marcos, TX 78666-5567 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | San Marcos | TX | 02/2005 | Present |
| Pfs Investments Inc | San Marcos | TX | 04/2005 | Present |
| H.E. Butt Family Foundation | Kerrville | TX | 12/2015 | 03/2021 |
| Texas Outdoor Education Association | Kerrville | TX | 03/2020 | 06/2023 |
| H.E. Butt Foundation | Kerrville | TX | 03/2021 | 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. Uber, (1099), Not Investment Related, San Francisco, California 94103, Driver, 12/2023 to present, 80 hours committed per month, (0 hours during securities trading hours. Lyft, (1099), Not Investment Related, San Francisco, California 94107, Driver, 01/2024 to present, 80 hours committed per month, (0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-11 |
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