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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-22 |
Branch Locations
4400 S Piedras Dr Ste 203, San Antonio, TX 78228 • 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 |
|---|---|---|---|---|
| Farmers Insurance Group | San Antonio | TX | 03/2015 | 05/2020 |
| Farmers Financial Solutions | San Antonio | TX | 04/2015 | 05/2020 |
| Sequent Planning, Llc | San Antonio | TX | 03/2020 | 03/2020 |
| Primerica Financial Services | San Antonio | TX | 02/2021 | Present |
| Pfs Investments Inc. | San Antonio | TX | 05/2022 | 11/2022 |
| Td Ameritrade, Inc. | Fort Worth | TX | 08/2020 | 09/2020 |
| Unemployed | San Antonio | TX | 09/2020 | 02/2021 |
| Victory Capital Services, Inc. | San Antonio | TX | 07/2022 | 08/2023 |
| Victory Capital Services, Inc. | San Antonio | TX | 05/2020 | 06/2020 |
| Unemployed | San Antonio | TX | 06/2020 | 08/2020 |
| Pfs Investments Inc. | San Antonio | TX | 08/2025 | Present |
| Park Avenue Securities Llc | Austin | TX | 11/2024 | 08/2025 |
| Nylife Securities Llc | New York | NY | 03/2024 | 04/2025 |
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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-17 |
| S65 | Uniform Investment Adviser Law Examination | 1995-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-15 |
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