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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-18 |
Branch Locations
13798 Nw 4Th Street Suite #305 S, Sunrise, FL 33325 • United States
9929 170Th Terrace Ste 104, Mcalpin, FL 32062 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Mcalpin | FL | 09/2000 | Present |
| Pfs Investments Inc | Mcalpin | FL | 05/2001 | Present |
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. Ugaldeunlimtedinc, (1099), Yes Investment related, Sunrise, FL 33325, Office Manager, 03/2024 to present, 60 hours committed per month, 20 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-09 |
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