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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-07 |
Branch Locations
8400 Belleview Dr Suite 230-A, Plano, TX 75024 • United States
400 Mann St Ste 900, Corpus Christi, TX 78401 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Plano | TX | 06/2022 | Present |
| Pfs Investments Inc. | Plano | TX | 12/2022 | Present |
| Proximity Learning | Austin | TX | 09/2022 | Present |
| Mathis Isd | Mathis | TX | 07/2016 | 08/2022 |
| Greenheart Exchange | Chicago | IL | 01/2021 | Present |
| Path Academy Windham | Willimantic | CT | 07/2014 | 07/2018 |
| Dunkin Donuts | Waterbury | CT | 08/2017 | 07/2018 |
| Sinton Isd | Sinton | TX | 08/2023 | Present |
| Ttec | Englewood | CO | 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-20 |
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