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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-15 |
Branch Locations
303 N Glenoaks Blvd Ste M195-B, Burbank, CA 91502 • United States
15050 Jones Maltsberger Rd Ste 2, San Antonio, TX 78247 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Saglobal | Marietta | GA | 04/2015 | 06/2021 |
| Primerica Financial Services | San Antonio | TX | 06/2019 | Present |
| Pfs Investments Inc. | San Antonio | TX | 01/2020 | Present |
| Arbela | Irvine | CA | 06/2021 | 10/2022 |
| Orangetheory | San Antonio | TX | 09/2022 | 07/2023 |
| Alithya | Alpharetta | GA | 10/2022 | 10/2023 |
| Arctic It | Anchorage | AK | 10/2023 | 07/2026 |
| Columbus Global | Minneapolis | MN | 07/2026 | 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 | 2022-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2020-02-21 |
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