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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-11 |
Branch Locations
4100 Nw Loop 410 Ste 124-D, San Antonio, TX 78229 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Walmart | Marshall | TX | 08/2020 | 11/2022 |
| Transamerica Financial Advisors, Inc | Plano | TX | 02/2023 | 11/2023 |
| World Financial Group, Inc. | Plano | TX | 01/2023 | 11/2023 |
| Pilot Catastrophe | Mobile | AL | 05/2022 | 10/2024 |
| Coastalbend College | Beeville | TX | 09/2017 | 01/2023 |
| Primerica Financial Services | San Antonio | TX | 10/2015 | 01/2023 |
| Forney Isd | Forney | TX | 08/2021 | 02/2022 |
| Bracken Christian School | Bulverde | TX | 08/2019 | 08/2021 |
| Wal Mart | San Antonio | TX | 10/2017 | 08/2019 |
| Navarro College | Corsicana | TX | 08/2002 | 12/2016 |
| Primerica Financial Services | San Antonio | TX | 09/2015 | Present |
| Pfs Investments Inc. | San Antonio | TX | 01/2025 | Present |
| Jackson Hewitt | Longview | TX | 12/2023 | 04/2024 |
| Super I Food | Marshall | TX | 07/2023 | 07/2023 |
| Wal Mart | Marshall | TX | 06/2024 | 08/2024 |
| Experior Financial Group | Cheektowaga | NY | 03/2024 | 11/2024 |
| Bracken Christian School | Bulverde | TX | 07/2024 | Present |
| Carenet Health | San Antonio | TX | 08/2017 | 09/2017 |
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 | 2025-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-17 |
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