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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-12-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Laredo | TX | 11/2013 | Present |
| Primerica Financial Services | Laredo | TX | 06/2011 | Present |
| Miguel A Chavez, Pc | Laredo | TX | 08/2016 | Present |
| Fortis Business Development, Llc | Laredo | TX | 09/2019 | Present |
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. Miguel A Chavez PC, President, CPA, 08/29/2016 to present, Laredo, TX Tax Preparation services, Accounting Services. President and Director starting date August 29, 2016 to present, number of approximate hours per month, 160 full time, duties, Tax Preparation Services, Accounting Services and Business and Tax Consulting. LMD Transport, LLC, Laredo, TX started on March 13, 2017, member, Long Distance General Freight Transportation Company 03/2020-present, Atlas Private Investment, LLC, Managing Member, 5219 MC Pherson Rd. Suite 430, Laredo TX, 78041, Spends 5 Hours per month on outside business (spends 0 hours per month on outside business during trading hours) 11/2021 - present, Fortis Private Capital, LLC, Managing Member, 529 Mcpherson RD. Suite 430, Laredo, TX 78041, spends 1 hours per month on outside business (spends 1 hours per month on outside business during trading hours) Fortis Business Development, LLC, Laredo TX 78041, Managing Member, 9/17/19 to present Salvez Venture Holdings, LLC, 5219 McPherson Rd Suite 430, Laredo, TX 78041, Not investment related, heavy weight equipment rental, managing member, 07/2022 to present, 4 hours per month (4 hours per month during securities trading hours) GSD Transportation, LLC., 5219 McPherson Rd. Suite 430, Laredo, TX 78041, Not Investment related, long distance trucking transportation, managing member, 07/2022 to present, 4 hours per month (4 hours per month during securities trading hours)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-26 |
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