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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-09 |
| FL | RA | APPROVED | 2024-05-03 |
Branch Locations
500 Valley Rd Ste 103-B, Wayne, NJ 07470 • United States
3700 34Th St Ste 140, Orlando, FL 32805 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Orlando | FL | 06/2015 | Present |
| Primerica Financial Services | Orlando | FL | 03/2004 | Present |
| Boiling Springs Savings Bank | Rutherford | NJ | 10/2007 | 01/2019 |
| H&R Block | Kansas City | MO | 09/2019 | 12/2019 |
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 | 2024-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-30 |
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