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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-02 |
Branch Locations
3 Sugar Creek Center Blvd Suite 100, Sugar Land, TX 77478 • 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 |
|---|---|---|---|---|
| Proequities, Inc | Texas City | TX | 01/2013 | 12/2018 |
| Troy Spencer Pc | Santa Fe | TX | 01/1994 | Present |
| Transamerica Financial Advisors, Inc | Houston | TX | 04/2019 | 11/2025 |
| World Financial Group, Inc. | Houston | TX | 09/1996 | 11/2025 |
| Texas Homes By Owner Inc | Santa Fe | TX | 10/2000 | 12/2019 |
| Cte Investments, Inc. | Santa Fe | TX | 01/1996 | 12/2025 |
| Toye Trust | Santa Fe | TX | 09/2010 | Present |
| Primerica Financial Services | Sugar Land | TX | 12/1986 | Present |
| Pfs Investments Inc. | Sugar Land | TX | 12/2025 | 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. TOYE Investments Inc, Not Investment Related, Santa Fe, Texas 77517, Nature of Business: This Firm Manages Real Estate Holding, Position/Title: CPA/President, 12/2025 to Present, 4 hours per month (0 of hours per month during securities trading hours). Toye Trust, Not investment related, Santa Fe, Texas, Trustee, 09/2010 to Present, 0 hours a month (0 hours during securities trading hours).This is a family trust in which my wife and I are trustee. Troy R. Spencer PC, Santa Fe, Texas 77510, President and CEO, 01/1994 to Present, 160 hours a month (2-8 a day hours during securities trading hours), Accounting and Tax Preparation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-13 |
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