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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | San Antonio | TX | 02/2017 | 09/2018 |
| Primerica Financial Services | San Antonio | TX | 01/2016 | Present |
| Lancer | San Antonio | TX | 01/2018 | Present |
| Enterprise | San Antonio | TX | 10/2017 | 01/2018 |
| Scoobeez | San Antonio | TX | 01/2017 | 10/2017 |
| Utsa | San Antonio | TX | 01/2013 | 12/2016 |
| Pfs Investments Inc. | San Antonio | TX | 07/2019 | Present |
| Greene Tweed | Selma | TX | 11/2024 | 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 | 2024-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-25 |
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