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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2012-05-29
  • TX RA
    APPROVED
    Since 2012-05-29

Branch Locations

2421 Callender Rd Ste 123K, Mansfield, TX 76063 • 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 Mansfield TX 04/2010 Present
Primerica Financial Services Mansfield TX 11/2009 Present
  • 04/2010 → Present
    Mansfield, TX
  • 11/2009 → Present
    Primerica Financial Services
    Mansfield, 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. Oil & Gas royalties (1099) - Not investment related. Burleson, TX 76028. Mineral rights owner. 01/2012 to Present. 1 hour a month (0 hours during securities trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-05-10
S63 Uniform Securities Agent State Law Examination 2010-07-23
  • S65 Uniform Investment Adviser Law Examination
    2012-05-10
  • S63 Uniform Securities Agent State Law Examination
    2010-07-23
Other Names
  • Nita Louise Lewis
  • Nita Louise Wallace

View on SEC IAPD

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