DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Primerica Advisors
Legal name PFS Investments Inc.
Latest filing Sep 8, 2026
First filing on the tape Jan 6, 2012 · 76 filings
SEC status approved since May 6, 2011
RAUM
$16B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$15B individuals and HNW
Advisors
3,977
registered through the firm on IAPD
RAUM per advisor
$3.9M
derived; firm RAUM over IAPD count
Employees
3,992
3,959 advisory (5.B.1)
Offices
1,828
beyond the principal office
Private funds
0
reported on Schedule D
History
76 filings and snapshots on the tape
RAUM$16B as of Jul 21, 2026
Mar 29, 2018$1.3B then
HNW client RAUM$3.2B as of Jul 21, 2026
Mar 29, 2018$106M then
State-registered IARs (5.B.3)3,868 as of Jul 21, 2026
Mar 29, 20120 then
Employees (5.A)3,992 as of Jul 21, 2026
Apr 1, 20131,998 then
Private funds: no history
RAUM +39% over the last fiscal year+30% a year over threeIARs 3,608 to 3,868offices 1,754 to 1,828
Practice profile
derived from the filing of Sep 8, 2026; every figure names its basis
Archetypes, each a printed rule
- Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
- Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $3.9MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 17derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.5MderivedHNW RAUM over HNW clients
- Average account
- $172,983derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 2.2derived1,829 offices incl. principal (1.F.5)
- RAUM growth, one year
- +39%derivedbetween the last two annual amendments
- Advisor growth, one year
- +7.2%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +25%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individualsreportedItem 5.G
- Wrap fee program
- $16BreportedItem 5.I
- Custody
- $16B, 89,813 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is a broker-dealer (6.A.1)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$12B79%
- High-net-worth individuals$3.2B21%
- Corporations and businesses$90.6M0.6%
- Charitable organizations$28.0M0.2%
- Individual clients
- 65,489reported
- HNW clients
- 2,097reported
- Pension plan clients
- 0reported
- Charitable clients
- 64reported
- Accounts
- 89,813reported
- Financial planning clients
- n/areported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- $16B for 89,813 clientsreported
- Compensation
- % of AUMreported
- Class basis
- curated national broker-dealer listderived
Advisors registered through the firm
3,982 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Howard Bruce Lashner | Wrightstown, Pa | May 31, 2011 | 41 y | 0 |
| Sammy Keith Adkins | Sylvania, Oh | May 31, 2011 | 43 y | 0 |
| George Shashaty | Sunrise, Fl | Jun 1, 2011 | 37 y | 0 |
| Christopher Gilbert Heffernan | Delray Beach, Fl | Jun 1, 2011 | 34 y | 0 |
| Larry Lyle | Carrollton, Ga | Jun 1, 2011 | 44 y | 0 |
| Eric Damian Hoffman | Griffin, Ga | Jun 7, 2011 | 38 y | 0 |
| Douglas Alan Gutshall | Salinas, Ca | Jun 24, 2011 | 33 y | 0 |
| Wallace Gene Murphy | Villa Hills, Ky | Jun 24, 2011 | 43 y | 0 |
| Gary Eugene Huggins | Russellville, Ar | Jun 30, 2011 | 45 y | 0 |
| George John Martonik | Puyallup, Wa | Jun 30, 2011 | 41 y | 0 |
| Kathleen Marie Brennan | Rolling Meadows, Il | Jun 30, 2011 | 33 y | 0 |
| Carolyn Mendelssohn Drake | Columbia, Sc | Jun 30, 2011 | 38 y | 0 |
| James Gerard Weber | Appleton, Wi | Jun 30, 2011 | 40 y | 0 |
| Allan (Gordy) Gordon BohannonCertified Financial Planner | Hiawatha, Ia | Jun 30, 2011 | 44 y | 0 |
| Raymond S Krutz | Ormond Beach, Fl | Jul 1, 2011 | 46 y | 0 |
| John Paul Witri | Lakewood, Oh | Jul 1, 2011 | 33 y | 0 |
| Mike Johnson | Scott Depot, Wv | Jul 5, 2011 | 43 y | 0 |
| Richard Henri Girard | Manchester, Nh | Jul 8, 2011 | 24 y | 0 |
| Kurt Alan Pfuhl | Coon Valley, Wi | Jul 8, 2011 | 37 y | 0 |
| Wesley Marlowe Parrish | Knoxville, Tn | Jul 8, 2011 | 41 y | 0 |
| Joseph Henry Kabulis | Brookfield, Ct | Jul 8, 2011 | 37 y | 0 |
| Max Masaaki Yamaguchi | Lakewood, Ca | Jul 8, 2011 | 35 y | 0 |
| David Alan Patterson | Dickson, Tn | Jul 8, 2011 | 40 y | 0 |
| Idris Merriman | Shaker Heights, Oh | Jul 13, 2011 | 39 y | 0 |
| Anthony Arthur Kayser | Sioux Falls, Sd | Jul 14, 2011 | 42 y | 0 |
| James William Davis | Lakewood, Co | Jul 14, 2011 | 31 y | 0 |
| Scott Alan Berens | South Haven, Mi | Jul 14, 2011 | 40 y | 0 |
| Rickey Steven Blais | Manchester, Nh | Jul 14, 2011 | 34 y | 0 |
| Nick Jerry Therrien | Londonerry, Nh | Jul 14, 2011 | 26 y | 0 |
| Christopher M George | Watsonville, Ca | Jul 14, 2011 | 27 y | 0 |
| Miguel Rico Fiel | Langhorne, Pa | Jul 14, 2011 | 36 y | 0 |
| Mark William Schluter | Metairie, La | Jul 15, 2011 | 38 y | 0 |
| Linda Jane Gillikin | Colonial Heights, Va | Jul 15, 2011 | 25 y | 0 |
| Dan Michael Bonsanti | Cutler Bay, Fl | Jul 15, 2011 | 38 y | 0 |
| Donald Anthony Robinson | Houma, La | Jul 19, 2011 | 44 y | 0 |
| Dean Robert Sutton | Rolling Meadows, Il | Jul 21, 2011 | 26 y | 0 |
| Gregory Scott Neff | Portland, Or | Jul 21, 2011 | 43 y | 0 |
| Steven Abraham Haiser | Cranford, Nj | Jul 21, 2011 | 31 y | 0 |
| Charles Cleveland Whitley | Hoover, Al | Jul 21, 2011 | 31 y | 0 |
| Shannon Michelle Smith | Auburn, Wa | Jul 21, 2011 | 32 y | 0 |
Advisor movement
32 left, 34 joined in 12 months
net +2 in 12 months10 left in 90 days9 joined in 90 daysdeparture rate 0.8% of current headcount99 left over 36 months
Left, latest
- Matthew Jacob Davis to Amb Wealth, LLCSep 2, 2026 · Affiliated broker-dealer or bank to independent RIA
- Mark Champoux to Edward JonesAug 21, 2026 · Affiliated broker-dealer or bank to another
- Charles Swope to Your Ia, LLCAug 10, 2026 · Affiliated broker-dealer or bank to independent RIA
- Torrance D Chaplin to Cetera Investment Advisers LLCJul 31, 2026 · Affiliated broker-dealer or bank to another
- Giexy Itiel Reyes to Iliad Wealth SolutionsJul 29, 2026 · Affiliated broker-dealer or bank to independent RIA
- Daron Demond Ray to Osaic Wealth, Inc.Jul 16, 2026 · Affiliated broker-dealer or bank to another
- Ryan Daniels to Hearthstone Financial GroupJul 7, 2026 · Affiliated broker-dealer or bank to a state-registered adviser
- Kathryn Focht to Hearthstone Financial GroupJul 1, 2026 · Affiliated broker-dealer or bank to a state-registered adviser
- Christopher Hardy to Greenwood Gearhart, LLCJun 30, 2026 · Affiliated broker-dealer or bank to independent RIA
- Clayborn Paul Mcclinton to Vanguard Advisers, Inc.Jun 23, 2026 · Affiliated broker-dealer or bank to another
- Matthew Wesley Thomas to Principal Securities, Inc.Jun 16, 2026 · Affiliated broker-dealer or bank to another
- Cody A Hudson to Park Avenue Securities LLCMay 18, 2026 · Affiliated broker-dealer or bank to another
- Victor Glymph to Inspire Advisors, LLCMay 1, 2026 · Affiliated broker-dealer or bank to independent RIA
- Ebed Evans to Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 28, 2026 · Affiliated broker-dealer or bank to wirehouse
- Alexis Domanique Mitchell to Golden Reserve Retirement, LLCApr 24, 2026 · Affiliated broker-dealer or bank to independent RIA
Joined, latest
- Terrence E Trimuel from Ameriprise Financial Services, LLCSep 3, 2026 · Affiliated broker-dealer or bank to another
- Chandler Cornelius Edwards from LPL Enterprise, LLCAug 31, 2026 · Affiliated broker-dealer or bank to another
- Lenin Ibarra from Allstate Financial Advisors, LLCAug 27, 2026 · Affiliated broker-dealer or bank to another
- Christina Eleanor Depalma from LPL Enterprise, LLCAug 21, 2026 · Affiliated broker-dealer or bank to another
- Thomas Jeffery Kelly from Ifg Advisory Services IncAug 14, 2026 · Other
- Guy Murray from Raymond James & Associates, Inc.Jul 21, 2026 · Affiliated broker-dealer or bank to another
- Tyler Smith from Fisher InvestmentsJul 21, 2026 · RIA to affiliated broker-dealer or bank
- Ysela Gutierrez Madrigal from J.P. Morgan Securities LLCJul 10, 2026 · Wirehouse to affiliated broker-dealer or bank
- Jean-Paul Ceballo from LPL Financial LLCJun 29, 2026 · Affiliated broker-dealer or bank to another
- Robert Lee Sheppard from Tlg Advisors, Inc.May 15, 2026 · Affiliated broker-dealer or bank to another
- Manuel Lopez from State Farm Investment Management Corp.May 13, 2026 · Other
- Gary Scott Green from Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 8, 2026 · Wirehouse to affiliated broker-dealer or bank
- Jay Lynn Jackson from The Fiduciary AllianceApr 24, 2026 · RIA to affiliated broker-dealer or bank
- William Davis Washington from Edward JonesApr 16, 2026 · Affiliated broker-dealer or bank to another
- Gary Anthony Kostowski from Osaic Wealth, Inc.Apr 8, 2026 · Affiliated broker-dealer or bank to another
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Hearthstone Financial GroupJul 1, 2026 · Ephrata, Pa
- 3 left for Osaic Wealth, Inc.Nov 21, 2025 · Scott Depot, Wv
- 3 left for Osaic Wealth, Inc.Oct 17, 2025 · Hurricane, Wv
- 2 left for Osaic Wealth, Inc.Oct 11, 2024 · Ballwin, Mo
- 2 left for LPL Financial LLCMar 26, 2024 · Metairie, La
- 3 left for LPL Financial LLCNov 15, 2023 · Shreveport, La
- 2 left for Cpr Investments IncAug 24, 2023 · Briarcliff Manor, Ny
- 2 left for Pruco Securities, LLCDec 16, 2022 · Lawrenceville, Ga
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Dasia Deborah Coley · Vice President And Chief Financial Officercontrolsince 05/2024 · owns less than 5%
- Nicholas Adam Jendusa · Executive Vice Presidentcontrolsince 07/2023 · owns less than 5%
- Deborah Lynn Miller · Executive Vice Presidentcontrolsince 05/2010 · owns less than 5%
- William James Nemetz · Director; Executive Vice President, Chief Operating Officercontrolsince 02/2022 · owns less than 5%
- Paul Etienne Regard · President, Director And Chief Executive Officercontrolsince 10/2023 · owns less than 5%
- Lori Allison Rivet · Executive Vice Presidentcontrolsince 03/2017 · owns less than 5%
- Karen Lynn Sukin · Executive Vice President And General Counselcontrolsince 06/2015 · owns less than 5%
- John Simmerman III Watts · Senior Vice President And Chief Counselcontrolsince 03/2005 · owns less than 5%
- Brian Steven Weigle · Director And Executive Vice Presidentcontrolsince 03/2023 · owns less than 5%
- Daniel Aaron Woodring · Executive Vice President And Chief Compliance Officercontrolsince 01/2011 · owns less than 5%
- Michael Kurt Wells · Treasurersince 07/2023 · owns less than 5%
Entity owners
- Primerica Finance Corporation · Direct Ownerdirect · owns 75% or more
- Primerica, Inc. · Sole Shareholderindirect · owns 75% or more of Primerica Finance Corporation · public reporting company
Related persons
Schedule D 7.A
- Primerica Brokerage Services, Inc.broker-dealern
- Primerica Life Insurance Companyreal estaten
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Houston, Tx | 103 | 19 | 1 | ||
| Duluth, Ga · principal | 102 | 14 | 0 | ||
| Cincinnati, Oh | 66 | 4 | 1 | ||
| Tampa, Fl | 54 | 15 | 0 | ||
| San Antonio, Tx | 39 | 7 | 0 | ||
| Burbank, Ca | 38 | 5 | 0 | ||
| Hiawatha, Ia | 35 | 2 | 0 | ||
| Worthington, Oh | 35 | 0 | 0 | ||
| Farmingdale, Ny | 34 | 1 | 0 | ||
| Riverside, Ca | 34 | 10 | 0 | ||
| Jacksonville, Fl | 32 | 9 | 0 | ||
| Overland Park, Ks | 31 | 3 | 0 | ||
| Smyrna, Ga | 29 | 8 | 0 | ||
| Atlanta, Ga | 27 | 7 | 0 | ||
| Madison, Wi | 27 | 5 | 0 | ||
| Findlay, Oh | 27 | 1 | 0 | ||
| Des Plaines, Il | 26 | 4 | 0 | ||
| Dallas, Tx | 26 | 7 | 0 | ||
| Middletown, Ny | 25 | 2 | 0 | ||
| Hoover, Al | 25 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Burbank, CA20 employees
- Maumee, OH20 employees
- West Chester, OH18 employees
- Bethel, CT16 employees
- Madison, WI16 employees
- Findlay, OH15 employees
- Phoenix, AZ13 employees
- Hiawatha, IA12 employees
- Centerville, OH12 employees
- Centerville, OH12 employees
- La Crosse, WI12 employees
- Salinas, CA11 employees
- Metairie, LA11 employees
- Mahwah, NJ11 employees
- Clifton Park, NY10 employees
- Jacksonville, FL10 employees
- Houston, TX10 employees
- Mesa, AZ10 employees
- West Chester, OH10 employees
- Gilbert, AZ10 employees
- Youngstown, OH9 employees
- Milan, OH9 employees
- Burnsville, MN9 employees
- Farmingdale, NY9 employees
- Worthington, OH9 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 25 %Change between filings · filing Mar 20, 2026RAUM (Item 5.F) moved from $11,156,017,804 to $15,536,099,534 (+39.0%) between the annual amendments of 2025-04-18 and 2026-03-20; the peer median change was +19.0% (16 comparable advisers, 93.0th percentile of changes)peers: wirehouses and national broker-dealer RIAs (16) · 93% percentile
What changed
consecutive filings, newest first
- Financial planning clients · to unsetJul 21, 2026 to Sep 8, 2026
- Succession · false to unsetJul 21, 2026 to Sep 8, 2026
- Accounts · 70,434 to 89,813Feb 3, 2026 to Mar 20, 2026
- Advisory employees · 3,732 to 3,959Feb 3, 2026 to Mar 20, 2026
- BD registered reps · 3,750 to 3,975Feb 3, 2026 to Mar 20, 2026
- Charity clients · 38 to 64Feb 3, 2026 to Mar 20, 2026
- Corporate clients · 124 to 166Feb 3, 2026 to Mar 20, 2026
- HNW clients · 1,303 to 2,097Feb 3, 2026 to Mar 20, 2026
- Individual clients · 52,919 to 65,489Feb 3, 2026 to Mar 20, 2026
- Assets in custody · $11B to $16BFeb 3, 2026 to Mar 20, 2026
- Employees · 3,762 to 3,992Feb 3, 2026 to Mar 20, 2026
- State-registered IARs · 3,608 to 3,868Feb 3, 2026 to Mar 20, 2026
- Other offices · 1,754 to 1,828Feb 3, 2026 to Mar 20, 2026
- Discretionary RAUM · $11B to $16BFeb 3, 2026 to Mar 20, 2026
- HNW RAUM · $1.9B to $3.2BFeb 3, 2026 to Mar 20, 2026
- Individual RAUM · $9.2B to $12BFeb 3, 2026 to Mar 20, 2026
- RAUM · $11B to $16BFeb 3, 2026 to Mar 20, 2026
- Financial planning clients · unset to Apr 18, 2025 to May 19, 2025
- Accounts · 59,808 to 70,434Dec 20, 2024 to Apr 18, 2025
- Advisory employees · 3,560 to 3,732Dec 20, 2024 to Apr 18, 2025
- BD registered reps · 3,582 to 3,750Dec 20, 2024 to Apr 18, 2025
- Charity clients · 31 to 38Dec 20, 2024 to Apr 18, 2025
- Corporate clients · 115 to 124Dec 20, 2024 to Apr 18, 2025
- HNW clients · 791 to 1,303Dec 20, 2024 to Apr 18, 2025
- Individual clients · 45,835 to 52,919Dec 20, 2024 to Apr 18, 2025
- Assets in custody · $8.5B to $11BDec 20, 2024 to Apr 18, 2025
- Employees · 3,590 to 3,762Dec 20, 2024 to Apr 18, 2025
- State-registered IARs · 3,515 to 3,608Dec 20, 2024 to Apr 18, 2025
- Other offices · 1,704 to 1,754Dec 20, 2024 to Apr 18, 2025
- Discretionary RAUM · $8.5B to $11BDec 20, 2024 to Apr 18, 2025
- HNW RAUM · $1.1B to $1.9BDec 20, 2024 to Apr 18, 2025
- Individual RAUM · $7.3B to $9.2BDec 20, 2024 to Apr 18, 2025
- RAUM · $8.5B to $11BDec 20, 2024 to Apr 18, 2025
- Related adviser · false to trueDec 20, 2024 to Apr 18, 2025
- Accounts · 56,552 to 59,808Jan 8, 2024 to Mar 29, 2024
- Advisory employees · 3,420 to 3,560Jan 8, 2024 to Mar 29, 2024
- BD registered reps · 3,437 to 3,582Jan 8, 2024 to Mar 29, 2024
- Charity clients · 36 to 31Jan 8, 2024 to Mar 29, 2024
- Corporate clients · 205 to 115Jan 8, 2024 to Mar 29, 2024
- HNW clients · 530 to 791Jan 8, 2024 to Mar 29, 2024
Signals
60 dated events
- James Patrick Goetz added a TX registration at Primerica AdvisorsSep 16, 2026 · New state registration · fact
- Seth Guerra registered as an investment adviser representative at Primerica AdvisorsSep 15, 2026 · Advisor registered · fact
- Iryna Shepeta registered as an investment adviser representative at Primerica AdvisorsSep 15, 2026 · Advisor registered · fact
- Oliver Just registered as an investment adviser representative at Primerica AdvisorsSep 15, 2026 · Advisor registered · fact
- Aiden John Mowry registered as an investment adviser representative at Primerica AdvisorsSep 15, 2026 · Advisor registered · fact
- Rickey Black added a TX registration at Primerica AdvisorsSep 15, 2026 · New state registration · fact
- Kathy Jean Clements no longer holds an investment adviser registration (last listed at Primerica Advisors on the 2026-09-14 feed)Sep 14, 2026 · Advisor registration ended · derived
- Terry Ann Morris registered as an investment adviser representative at Primerica AdvisorsSep 14, 2026 · Advisor registered · fact
- Matthew Jacob Davis left Primerica Advisors for Amb Wealth, Llc (registered 2026-09-01)Sep 2, 2026 · Advisor changed firm · fact
- Mark Champoux left Primerica Advisors for Edward Jones (registered 2026-08-20)Aug 21, 2026 · Advisor changed firm · fact
- Charles Swope left Primerica Advisors for Your Ia, Llc (registered 2026-08-12)Aug 10, 2026 · Advisor changed firm · fact
- Torrance D Chaplin left Primerica Advisors for Cetera Investment Advisers Llc (registered 2026-07-27)Jul 31, 2026 · Advisor changed firm · fact
- Giexy Itiel Reyes left Primerica Advisors for Iliad Wealth Solutions (registered 2026-08-13)Jul 29, 2026 · Advisor changed firm · fact
- Daron Demond Ray left Primerica Advisors for Osaic Wealth, Inc. (registered 2026-07-08)Jul 16, 2026 · Advisor changed firm · fact
- Ryan Daniels left Primerica Advisors for Hearthstone Financial Group (registered 2026-06-30)Jul 7, 2026 · Advisor changed firm · fact
- Kathryn Focht left Primerica Advisors for Hearthstone Financial Group (registered 2026-06-30)Jul 1, 2026 · Advisor changed firm · fact
- 2 advisors left Primerica Advisors (Ephrata, PA) for Hearthstone Financial Group within 6 daysJul 1, 2026 · Team lift-out · derived
- Christopher Hardy left Primerica Advisors for Greenwood Gearhart, Llc (registered 2026-07-21)Jun 30, 2026 · Advisor changed firm · fact
- Clayborn Paul Mcclinton left Primerica Advisors for Vanguard Advisers, Inc. (registered 2026-07-08)Jun 23, 2026 · Advisor changed firm · fact
- Matthew Wesley Thomas left Primerica Advisors for Principal Securities, Inc. (registered 2026-06-15)Jun 16, 2026 · Advisor changed firm · fact
- Cody A Hudson left Primerica Advisors for Park Avenue Securities Llc (registered 2026-07-01)May 18, 2026 · Advisor changed firm · fact
- Victor Glymph left Primerica Advisors for Inspire Advisors, Llc (registered 2026-05-19)May 1, 2026 · Advisor changed firm · fact
- Ebed Evans left Primerica Advisors for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2026-05-07)Apr 28, 2026 · Advisor changed firm · fact
- Alexis Domanique Mitchell left Primerica Advisors for Golden Reserve Retirement, Llc (registered 2026-04-30)Apr 24, 2026 · Advisor changed firm · fact
- Jorge Castillo left Primerica Advisors for Mwa Financial Services, Inc. (registered 2026-05-14)Apr 14, 2026 · Advisor changed firm · fact
- Primerica Advisors reported 1828 offices beyond its principal office, up from 1754 (2026-02-03 to 2026-03-20)Mar 20, 2026 · Office count change · derived
- Primerica Advisors reported RAUM $15.5B, up 39% from $11.2B (2026-02-03 to 2026-03-20)Mar 20, 2026 · RAUM change · derived
- Jonathan Espinal Cabrera left Primerica Advisors for Raymond James Financial Services Advisors, Inc (registered 2026-03-18)Mar 13, 2026 · Advisor changed firm · fact
- John Douglas Cox left Primerica Advisors for Mwa Financial Services, Inc. (registered 2026-07-07)Mar 5, 2026 · Advisor changed firm · fact
- Brian Howden left Primerica Advisors for Principal Securities, Inc. (registered 2026-03-04)Mar 4, 2026 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/primericareportedpublic record, Form ADV, Sep 17, 2026
- Website
- primerica.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 833-786-0550reportedpublic record, Form ADV, Sep 8, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- National broker-dealer RIAderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $3.9Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026