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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-12 |
Branch Locations
8191 College Pkwy Suite 305A, Fort Myers, FL 33919 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Hudson | OH | 11/2003 | 12/2016 |
| J.P. Morgan Securities Llc | Dedham | MA | 10/2012 | 01/2017 |
| Citizens Securities Inc. | Fairlawn | OH | 01/2017 | 01/2019 |
| Citizens Bank | Fairlawn | OH | 01/2017 | 01/2019 |
| Jpmorgan Chase Bank, N.A. | Akron | OH | 01/2019 | 08/2025 |
| J.P. Morgan Securities Llc | Akron | OH | 01/2019 | 08/2025 |
| Primerica Financial Services | Fort Myers | FL | 08/2025 | Present |
| Pfs Investments Inc. | Fort Myers | FL | 10/2025 | Present |
| Unemployed | Fairlawn | OH | 08/2025 | 09/2025 |
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 | 2017-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-08 |
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