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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-15 |
Branch Locations
8191 College Pkwy Suite 305-E, Fort Myers, FL 33919 • United States
15150 Middlebrook Drive Ste. B, Houston, TX 77058-1210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Houston | TX | 08/2022 | Present |
| Pfs Investments Inc. | Houston | TX | 01/2023 | Present |
| Hm Residential Services Llc | Tomball | TX | 02/2020 | Present |
| American Bureau Of Shipping | Spring | TX | 05/1992 | 05/2021 |
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. HM Residential Services LLC, a.k.a TWO MAIDS; NOT INVESTMENT RELATED; TOMBALL, TX; Owner; 02/2020 To Present; 50 Hours A Month (2 Hours During Securities Trading Hours) .
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-06 |
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