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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-24 |
Branch Locations
10701 Corporate Dr Ste 144-B, Stafford, TX 77477 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Stafford | TX | 09/2022 | Present |
| Pfs Investments Inc. | Houston | TX | 11/2022 | 01/2024 |
| Self-Employed Financial Coach | Missouri City | TX | 03/2022 | 01/2023 |
| Rethink Wealth | Houston | TX | 04/2022 | 08/2022 |
| Shell Oil Company | Houston | TX | 06/2000 | 02/2022 |
| Jackson Hewitt Tax Service | Stafford | TX | 12/2022 | 04/2023 |
| The Fiduciary Alliance | Greenville | SC | 01/2024 | 09/2025 |
| Pfs Investments Inc. | Stafford | TX | 03/2026 | Present |
| Retired | Missouri City | TX | 10/2025 | 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 |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-03-27 |
| S65 | Uniform Investment Adviser Law Examination | 2023-03-29 |
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