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Maria Theresa Cassagnol

Pfs Investments Inc.

Plano, TX

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Current Employers
Pfs Investments Inc.

1 Primerica Parkway, Duluth, GA 30099-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2022-04-08
  • GA RA
    APPROVED
    Since 2022-04-08

Branch Locations

6600 Chase Oaks Blvd Suite 150-C, Plano, TX 75023 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pfsi Investments Inc. Plano TX 06/2018 Present
Primerica Financial Services Plano TX 05/1985 Present
Home Depot Marietta GA 06/2016 04/2017
Brighton Snellville GA 10/2021 06/2022
  • 06/2018 → Present
    Pfsi Investments Inc.
    Plano, TX
  • 05/1985 → Present
    Primerica Financial Services
    Plano, TX
  • 06/2016 → 04/2017
    Home Depot
    Marietta, GA
  • 10/2021 → 06/2022
    Brighton
    Snellville, GA
Other Businesses

MANAGEMENT/OPERATIONS OF INVESTMENT-RELATED PRODUCTS PEERSPACE, NON-INVESTMENT RELATED, LAWRENCEVILLE, GA 30043, RENTAL HOST, 10/2021 TO PRESENT, 5 HOURS PER MONTH (0 HOURS PER MONTH DURING SECURITIES TRADING HOURS) Inteletravel, Non-Investment Related, Lawrenceville, GA 30043, Travel Advisor, 09/1/2026 to Present, 40 Hours Per Month (0 Hours Per Month During Securities Trading Hours) Artwork and Painter Exhibit, Lawrenceville, GA 30043, Artist, 09/1/2026 to Present, 40 Hours Per Month (0 Hours Per Month During Securities Trading Hours) Intuit TurboTax , Lawrenceville, GA 30043, Tax Preparer (1099) , 11/01/2026 to Present, 40 Hours Per Month (0 Hours Per Month During Securities Trading Hours)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-26
S63 Uniform Securities Agent State Law Examination 2018-07-23
  • S65 Uniform Investment Adviser Law Examination
    2020-09-26
  • S63 Uniform Securities Agent State Law Examination
    2018-07-23
Other Names
  • Maria Theresa Moss

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