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Current Employers
Pfs Investments Inc.

1 Primerica Parkway, Duluth, GA 30099-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2011-07-25
  • TX RA
    APPROVED
    Since 2011-07-25

Branch Locations

1911 North Austin Ave Ste 300, Georgetown, TX 78626 • United States

Georgetown, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Primerica Financial Services Georgetown TX 08/1994 Present
Us Army Reserve Conroe TX 02/2005 Present
Pfs Investments Inc Georgetown TX 01/1995 Present
American Airlines Fort Worth TX 04/2024 Present
  • 08/1994 → Present
    Primerica Financial Services
    Georgetown, TX
  • 02/2005 → Present
    Us Army Reserve
    Conroe, TX
  • 01/1995 → Present
    Georgetown, TX
  • 04/2024 → Present
    American Airlines
    Fort Worth, TX
Other Businesses

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. --DL McGill & Associates, LLC, Investment Related, 1911 N. Austin Ave., Suite 300, Georgetown, TX 78626, Primerica Business Purposes, Owner, 3/20/2009 to Present, 40 hours per month (40 hours per month during securities trading hours), Legal entity formed solely for Primerica business purposes.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-01-07
S63 Uniform Securities Agent State Law Examination 1995-03-30
  • S65 Uniform Investment Adviser Law Examination
    2011-01-07
  • S63 Uniform Securities Agent State Law Examination
    1995-03-30
Designations

View on SEC IAPD

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