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Detailed Report
PATRICIA RAMIREZ MCGURN
PATRICIA GURROLA, PATRICIA MCGURN, PATRICIA DEJ RAMIREZ, PATRICIA RAMIREZ-MCGURN, PATRICIA RAMIREZ-MGURN…
CRD#: 2875888
IA
Investment Adviser
B
Broker
PRIMERICA ADVISORSCRD#: 10111 14855 BLANCO ROAD
SUITE 460
SAN ANTONIO, TX 78216
Registration History
199820002002200420062008201020122014201620182020202220242026IAPRIMERICA ADVISORS (CRD# 10111)2011 - Present (13 years)BPFS INVESTMENTS INC. (CRD# 10111)1998 - Present (27 years)BPFS INVESTMENTS INC. (CRD# 10111)1997 - 1997 (<1 year)
License(s)

State Registrations

B
Arizona 9/27/2017
B
Michigan 10/14/2020
B
California 2/23/1998
B
North Carolina 8/9/2018
B
Colorado 2/28/2025
B
Texas 4/3/2020
B
Florida 2/13/2017
IA
Texas 5/6/2020

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
PRIMERICA ADVISORS (CRD#:10111)
14855 BLANCO ROAD SUITE 460, SAN ANTONIO, TX 78216
SAN ANTONIO, TX
Registered with this firm since 7/29/2011
B
PFS INVESTMENTS INC. (CRD#:10111)
14855 BLANCO ROAD SUITE 460, SAN ANTONIO, TX 78216
SAN ANTONIO, TX
Registered with this firm since 2/23/1998
Previous Registration(s)
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B
 08/04/1997 - 12/31/1997 PFS INVESTMENTS INC. (CRD#:10111) DULUTH, GA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.