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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-14 |
Branch Locations
407 N Cedar Ridge Dr Ste 100, Duncanville, TX 75116 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Duncanville | TX | 04/2023 | Present |
| Primerica Financial Services | Duncanville | TX | 02/2021 | Present |
| W3 | Grand Prairie | TX | 03/2012 | Present |
| Alliance For Greater Works | Grand Prairie | TX | 08/2026 | 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. Women Work Wealth LLC, Not Investment Related, 5015 Venecia Way Grand Prairie, TX 75052,Nature of Business (Strategy Consulting Non-profits), Position/Title (Owner), Start Date 7/2021 to Present, 80 hours per month (4 of hours per month during securities trading hours). W3 and Philanthropy or W3P, Not investment related, Grand Prairie, TX 75052, Founder, 01/2025 to Present, 10 hours committed per month (0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-02 |
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