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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2014-04-22
  • TX RA
    APPROVED
    Since 2014-04-22

Branch Locations

6600 Chase Oaks Boulevard Suite 150-E, Plano, TX 75023 • United States

Mckinney, 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
Pfs Investments Inc Plano TX 12/2009 Present
Primerica Financial Services Plano TX 06/2003 Present
  • 12/2009 → Present
    Plano, TX
  • 06/2003 → Present
    Primerica Financial Services
    Plano, 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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-02-13
S63 Uniform Securities Agent State Law Examination 2010-01-15
  • S65 Uniform Investment Adviser Law Examination
    2014-02-13
  • S63 Uniform Securities Agent State Law Examination
    2010-01-15
Other Names
  • Toni Nichole Alexander

View on SEC IAPD

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