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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-02-05 |
Branch Locations
1911 North Austin Ave Ste 300, Georgetown, TX 78626 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Georgetown | TX | 01/2013 | Present |
| Texas Commission On Environmental Quality | Austin | TX | 06/2003 | 11/2019 |
| Pfs Investments Inc. | Georgetown | TX | 10/2017 | Present |
| Bsw Health | Austin | TX | 06/2020 | 05/2021 |
| Atos | Georgetown | TX | 05/2021 | 11/2021 |
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. Symvasi Consulting, LLC, Not investment related, 5900 Balcones Dr Ste. 100, Austin, TX 78731, Owner, October 2019 to Present, 160 hours per month (140 hours per month during securities trading hours), legal entity formed for Software analysis and consulting business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-10 |
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