Best Investors
Account
Sign in
Best Investors
Account
Sign in
1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-05-13 |
Branch Locations
2615 Calder Ave Ste 670A, Beaumont, TX 77702 • United States
Beaumont, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Beaumont | TX | 09/1995 | Present |
| Pfs Investments Inc. | Beaumont | TX | 10/1995 | 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. Overstreet Ventures, LP., Investment Related, Beaumont, TX 77702, Nature of Business (Primerica Business Purposes), Position/Title (Partner), Start Date (12/11/2012) to Present, 160 of hours per month (140 of hours per month during securities trading hours), Legal entity formed solely for Primerica business purposes. Overstreet Ventures Management, Inc., Investment Related, Beaumont, TX 77702, Nature of Business (Primerica Office Lease), Position/Title (Partner), Start Date (12/11/2012) to Present, 160 of hours per month (140 of hours per month during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-26 |
Reach out to this advisor