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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-11-12 |
Branch Locations
6800 Park Ten Blvd Ste 223N, San Antonio, TX 78213 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | San Antonio | TX | 05/1995 | Present |
| Pfs Investments Inc. | San Antonio | TX | 01/1996 | Present |
| St. Anthony Mary Claret | San Antonio | TX | 08/2020 | 07/2022 |
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. DF Unlimited, LLC, Investment Related, 3123 NW Loop 410, San Antonio, TX, 78230, Primerica Business Purposes, Co-Owner, 12/2016 to Present, 160 hours per month (140 hours per month during securities trading hours), legal entity formed solely for Primerica business. Joyce Delta Flores LP, LLC, Investment Related, 3123 NW Loop 410, San Antonio, TX, 78230, Primerica Business Purposes, Co-Owner, 01/2017 to Present, 160 hours per month (140 hours per month during securities trading hours), legal entity formed solely for Primerica business Rental Properties Owner, Not Investment Related, Mico, TX 78056, Real Estate Investing; Business, Owner, 08/2019-Present, 1 hour per month (0 hours per month during securities trading hours), collect rent and maintain rental properties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-22 |
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