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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-10-07
  • TX RA
    APPROVED
    Since 2024-10-07

Branch Locations

775 Indian Trail Ste 300, Harker Heights, TX 76548-0429 • 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 Harker Heights TX 01/1998 Present
Pfs Investments Inc. Harker Heights TX 08/2021 Present
Incharge Electrical Services Round Rock TX 02/2016 05/2021
Jsbc Enterprises, Llc Harker Heights TX 01/2021 Present
  • 01/1998 → Present
    Primerica Financial Services
    Harker Heights, TX
  • 08/2021 → Present
    Harker Heights, TX
  • 02/2016 → 05/2021
    Incharge Electrical Services
    Round Rock, TX
  • 01/2021 → Present
    Jsbc Enterprises, Llc
    Harker Heights, 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. JSBC Enterprises, LLC., Investment Related, 775 Indian Trail Ste. 300, Harker Heights, TX 76548, Primerica business purposes, Partner, 01/2022 to Present, 160 hours committed per month (140 hours during securities trading hours), Legal entity formed solely for Primerica business purposes.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-20
S63 Uniform Securities Agent State Law Examination 2021-09-08
  • S65 Uniform Investment Adviser Law Examination
    2024-09-20
  • S63 Uniform Securities Agent State Law Examination
    2021-09-08
Other Names
  • Brian L Ward

View on SEC IAPD

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