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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-09 |
Branch Locations
1022 S Greenville Ave Ste 200-A, Allen, TX 75002 • United States
4249 Us Highway 9 Unit D-1, Freehold, NJ 07728 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Allen | TX | 03/2023 | Present |
| Pfs Investments Inc. | Allen | TX | 06/2023 | Present |
| At&Amp;T Inc | Dallas | TX | 02/2000 | Present |
| Lapor Tax Services Lp | San Antonio | TX | 01/2005 | 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. Lapor Tax Services, LP, non-investment related, San Antonio, TX, Owner, 01/2005 to Present.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-26 |
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