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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-31 |
Branch Locations
4365 E Pecos Rd Ste 139, Gilbert, AZ 85295 • United States
738 Highway 6 South Ste 100, Houston, TX 77079 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Houston | TX | 04/2013 | Present |
| Primerica Financial Services | Houston | TX | 07/2007 | Present |
| Sentry Builders | San Tan Valley | AZ | 09/2016 | Present |
| Brovitz Group | Queen Creek | AZ | 10/2016 | 05/2018 |
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. The K&C Project LLC, Investment Related, Kingwood, TX 77339, Primerica Business Purposes, Partner, 11/2023 To Present, 1 Hours Per Month (1 Hours Per Month During Securities Trading Hours), Legal Entity Formed Solely For Primerica Business Purposes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-14 |
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