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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-28 |
Branch Locations
12946 Dairy Ashford Suite 370-A, Sugar Land, TX 77478 • United States
Missouri City, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Sugarland | TX | 08/2019 | Present |
| Primerica Financial Services | Sugarland | TX | 06/2001 | Present |
| Port Arthur Isd | Port Arthur | TX | 08/2016 | 08/2017 |
| Momentum Financial | Stafford | TX | 08/2013 | 08/2019 |
| Fort Bend Isd | Missouri City | TX | 07/2017 | 12/2019 |
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. Marcus Castille DBA Pure Potential Properties, Owner, 8/2011 To Present, Rental Property, Missouri City, TX 77459, Non Investment Related, 1 Hour Per Month (0 Hours Per Month During Securities Trading Hours). Administrator of Mary L Reaux Estate, Not investment related, Sugarland, TX 77549, Administrator (1099), 05/2026 to Present, 1 hour committed per month (1 hour during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-17 |
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