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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-24 |
Branch Locations
6600 Chase Oaks Blvd Suite 150-C, Plano, TX 75023 • United States
6105 S Main St Suite 200-B, Aurora, CO 80016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Allen | TX | 07/2014 | 10/2022 |
| Primerica Financial Services | Plano | TX | 01/2012 | Present |
| Pfs Investments Inc. | Plano | TX | 06/2023 | Present |
| Garland Isd | Garland | TX | 08/2019 | 07/2021 |
| Richardson Isd | Richardson | TX | 07/2021 | 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-18 |
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