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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-11-25 |
Branch Locations
407 N Cedar Ridge Dr Suite 100-C, Duncanville, TX 75116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Balfour Publishing | Dallas | TX | 01/1989 | Present |
| Transamerica Financial Advisors, Inc. | Plano | TX | 02/2017 | 10/2018 |
| World Financial Group, Ncc. | Plano | TX | 02/2015 | 10/2018 |
| Pfs Investments Inc. | Duncanville | TX | 10/2019 | Present |
| Primerica Financial Services | Duncanville | TX | 09/2019 | Present |
| Cartamundi | Dallas | TX | 07/2022 | Present |
| Printpack Inc. | Dallas | TX | 04/2023 | 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. No Business Name, Investment related, 28080 Burr Oak Rd., Alma, KS 66401, Residential rental, Fix and flip property, Partner, 07/2022 to Present, 2 hours committed per month (0-2 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-02-23 |
| S65 | Uniform Investment Adviser Law Examination | 2016-01-12 |
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