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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-07
  • TX RA
    APPROVED
    Since 2026-01-07

Branch Locations

San Antonio, TX • United States

6100 Bandera Rd Ste 405-A, San Antonio, TX 78238 • United States

2 Mid America Plz Suite 370, Oakbrook Terrace, IL 60181 • 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. San Antonio TX 10/2021 Present
Primerica Financial Services San Antonio TX 03/2021 Present
Oblate Missions San Antonio TX 02/2005 Present
  • 10/2021 → Present
    San Antonio, TX
  • 03/2021 → Present
    Primerica Financial Services
    San Antonio, TX
  • 02/2005 → Present
    Oblate Missions
    San Antonio, 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 2025-12-15
S63 Uniform Securities Agent State Law Examination 2021-11-17
  • S65 Uniform Investment Adviser Law Examination
    2025-12-15
  • S63 Uniform Securities Agent State Law Examination
    2021-11-17

View on SEC IAPD

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