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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | San Antonio | TX | 02/2010 | 08/2018 |
| Primerica Financial Services | San Antonio | TX | 01/2009 | 08/2018 |
| Uprr | San Antonio | TX | 12/2003 | 11/2017 |
| Wells Fargo Clearing Services, Llc | San Antonio | TX | 08/2018 | 03/2019 |
| Pfs Investments Inc. | San Antonio | TX | 03/2020 | Present |
| Primerica Financial Services | San Antonio | TX | 01/2009 | Present |
| Wells Fargo Bank, Na | San Antonio | TX | 08/2018 | 03/2019 |
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. 11/2021-Present, San Antonio Water Refiners, Sales, P.O. Box 405 Elmendorf, TX 78112, Spends 20-30 Hours Per Month on Outside Business, (Spends 10 Hours Per Month on Outside Business During Trading Hours)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-08 |
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