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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-05-03 |
Branch Locations
9035 Americana Rd Ste 14-A, Vero Beach, FL 32966 • United States
Fort Peirce, FL • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Primerica Financial Services | Vero Beach | FL | 02/1999 | Present |
| Pfs Investments, Inc. | Vero Beach | FL | 06/1999 | 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. IHUB, Hosted, Citrus Plaza 1619 14th Ave., Vero Beach, FL 32960, 3 hours committed per month (0 hours during securities trading hours). MGE Miller and Associates, LLC., Investment related, Fort Pierce, FL 34947, Primerica business purposes, Owner, 04/04/2023 to Present, 1 hour committed per month (1 hour during securities trading hours), Legal entity formed solely for Primerica business purposes.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-05-24 |
| S65 | Uniform Investment Adviser Law Examination | 2016-04-14 |
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