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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cust-O-Fab | Beaumont | TX | 01/2017 | 06/2025 |
| Metalforms, Ltd | Beaumont | TX | 06/2007 | 01/2017 |
| Primerica Financial Services | Beaumont | TX | 12/2021 | Present |
| Pfs Investments Inc. | Beaumont | TX | 03/2022 | 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. The Numbers Team, (1099), Not Investment related, Beaumont, TX 77708, Tax Preparer, 02/2024 to present, 10 hours committed per month, (0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-07 |
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