Best Investors
Account
Sign in
1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-04-04 |
Branch Locations
12276 San Jose Blvd. Ste. 309, Jacksonville, FL 32223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&T Securities | Buffalo | NY | 02/2016 | 02/2019 |
| Lpl Financial Llc | Fort Mill | SC | 05/2019 | 02/2021 |
| Primerica Financial Services | Jacksonville | FL | 02/2000 | Present |
| Pfs Investments Inc. | Jacksonville | FL | 01/2023 | Present |
| Unemployed | Palm Coast | FL | 02/2021 | 12/2022 |
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 | 2014-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-02 |
Reach out to this advisor