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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-10-05
  • TX RA
    APPROVED
    Since 2021-10-05

Branch Locations

Houston, TX • United States

10707 Corporate Dr Suite 151, Stafford, TX 77077 • 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. Stafford TX 01/2013 Present
Harris Health System Houston TX 08/2011 Present
Primerica Financial Services Stafford TX 02/2010 Present
  • 01/2013 → Present
    Stafford, TX
  • 08/2011 → Present
    Harris Health System
    Houston, TX
  • 02/2010 → Present
    Primerica Financial Services
    Stafford, 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 2021-09-24
S63 Uniform Securities Agent State Law Examination 2013-02-02
  • S65 Uniform Investment Adviser Law Examination
    2021-09-24
  • S63 Uniform Securities Agent State Law Examination
    2013-02-02

View on SEC IAPD

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