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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-31 |
Branch Locations
60 Wellington Rd Ste C, Milford, CT 06461 • United States
6499 Powerline Rd Suite 305, Fort Lauderdale, FL 33309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Fort Lauderdale | FL | 02/1988 | Present |
| Pfs Investments Inc | Fort Lauderdale | FL | 09/1988 | Present |
| Edgehill | Stamford | CT | 04/2015 | 08/2020 |
| Horizon Homemakers & Companion | Waterbury | CT | 07/2023 | 03/2024 |
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 | 2024-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 1988-11-30 |
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