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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-20 |
Branch Locations
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 |
|---|---|---|---|---|
| Pruco Securities, Llc | Houston | TX | 11/2017 | 05/2018 |
| University Of Texas Medical Branch-Galveston | Galveston | TX | 01/2014 | 04/2017 |
| Elite Strategic Network Llc | Houston | TX | 05/2017 | 10/2017 |
| Pfs Investments Inc. | Houston | TX | 03/2020 | Present |
| Primerica Financial Services | Houston | TX | 12/2003 | Present |
| Best Acquisition Realty | Houston | TX | 06/2018 | 07/2019 |
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. Allbiz Wholesale Group, LLC, President, Director, Owner, 03/24/2022 to present, business is non-operational, entity remains active with the Texas Secretary of State, Friendswood, TX 77549, Not Investment Related, 2 hours per year (0 hours per year during securities trading hours) devoted for filing taxes and secretary of state documents. Alpha Investment Team, LLC., Director, Owner, 09/26/2019 to present, business is non-operational, entity remains active with the Texas Secretary of State, Friendswood, TX 77549, Not Investment Related, 2-3 hours per year (0 hours per year during securities trading hours) devoted for filing taxes and secretary of state documents. Best Acquisition Realty LLC, Director and Interim President, (entity active since 07/17/2013; rep start date 09/2019 to present), Friendswood, TX 77549, Not Investment Related, 2 hours per year (0 hours per year during securities trading hours) devoted for filing taxes and secretary of state documents. Elite Strategic Network Co, Director and VP, 02/24/2012 to present, business is non-operational, entity remains active with the Texas Secretary of State, Friendswood, TX 77549, Not Investment Related, 1-2 hours per year (0 hours per year during securities trading hours) devoted for filing taxes and secretary of state documents. Icare Consulting Group, LLC, President, Director, Registered Agent, Owner, 11/21/2022 to present, business is non-operational, entity remains active with the Texas Secretary of State, Friendswood, TX 77549, Not Investment Related, 1-2 hours per year (0 hours per year during securities trading hours) devoted for filing taxes and secretary of state documents. Lecare Financial Group, LLC, Registered Agent, Director, Managing M, 11/27/2018 to present, business is non-operational, entity remains active with the Texas Secretary of State, Friendswood, TX 77549, Not Investment Related, 2 hours per year (0 hours per year during securities trading hours) devoted for filing taxes and secretary of state documents. Lecare Insurance Agency LLC, Director, 07/24/2017 to present, Friendswood, TX 77549, Not Investment Related, 2 hours per year (0 hours per year during securities trading hours) devoted for filing taxes and secretary of state documents. Lecare Taxsaving Group, LLC, Registered Agent, President, and Director, Partner, 11/27/2018 to present, business is non-operational, entity remains active with the Texas Secretary of State, Friendswood, TX 77549, Not Investment Related, 2 hours per year (0 hours per year during securities trading hours) devoted for filing taxes and secretary of state documents. Professional Tax Center LLC, Registered Agent, Managing M, and Director, Owner, 03/07/2014 to present, tax business handling filing of individual and business income taxes (both federal and state), Friendswood, TX 77549, Not Investment Related, 40 hours per month (30 hours per month during securities trading hours) Special Staffing Agency LLC, Registered Agent, Managing M, and Director, 09/14/2021 to present, business is non-operational, entity remains active with the Texas Secretary of State, Friendswood Friendswood, TX 77549, Not Investment Related, 2 hours per year (0 hours per year during securities trading hours) devoted for filing taxes and secretary of state documents.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-08 |
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