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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-27 |
| FL | RA | APPROVED | 2012-09-25 |
Branch Locations
7800 Southland Blvd Ste 115-B, Orlando, FL 32809 • United States
Orlando, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Orlando | FL | 06/1988 | Present |
| Pfs Investments Inc | Orlando | FL | 06/1988 | Present |
Freedom Lives Here, LLC, Investment related, 7800 Southland Blvd Ste 115-B Orlando, FL 32809, Primerica Business Purposes, Partner, March 2019 to Present, 160 hours per month (160 hours per month during securities trading hours), legal entity formed solely for Primerica business purposes. J And M Cats, LLC, Investment related, 7800 Southland Blvd Ste 115-B Orlando FL 32809, Nature of Business (Primerica Business Purposes), Position/Title (Partner), Start Date (1/01/2020) to Present, Legal entity formed solely for Primerica business purposes. 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 1988-09-20 |
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