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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2011-09-07 |
Branch Locations
1506 Winding Way Ste 102, Friendswood, TX 77546 • United States
League City, TX • United States
1 disclosure category 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 | Friendswood | TX | 09/2004 | Present |
| Pfs Investments Inc. | Friendswood | 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. Math Tutor DVD, LLC., not investment related, League City, TX 77573, nature (math instructional DVD business), position/title (math tutor/independent contractor), 08/2010 to Present, 20 hours per month (0 hours during securities trading hours). Stem Twig, investment related, League City, TX 77573, nature (Primerica entity), position/title (Partner), 03/01/2019 to Present, 160 hours per month (140 hours per month during securities trading hours), legal entity formed for Primerica business purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-28 |
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