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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-06 |
Branch Locations
28111 South Firethorne Road Suite 405, Katy, TX 77494 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfsi Investment Inc. | Katy | TX | 02/2018 | Present |
| Primerica Financial Services | Katy | TX | 10/2017 | Present |
| Hca Texas Women'S Hospital | Houston | TX | 08/2015 | Present |
| Restore Health Rehabilitation Center | White Plains | MD | 05/2024 | 10/2024 |
| St. Lukes Baylor Med Center | Katy | 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. CLIENTS CHOICE, LLC , PARTNER , NATURE OF BUSINESS: HEATING & COOLING , JUNE 2018 TO PRESENT NON-INVESTMENT RELATED ,KATY, TX
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-30 |
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