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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-07 |
| FL | RA | APPROVED | 2022-09-08 |
Branch Locations
4640 Lipscomb St Ne Suite 10-A, Palm Bay, FL 32905 • United States
905 E Martin Luther King Jr Dr Ste 229-A, Tarpon Springs, FL 34689 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Teradyne, Inc. | Bedford | MA | 08/1998 | Present |
| Pfs Investments Inc. | Tarpon Springs | FL | 02/2016 | Present |
| Primerica Financial Services | Tarpon Springs | FL | 05/1998 | Present |
| Humana/Kmg | Louisville | KY | 05/2007 | Present |
| Kwb Entertainment Inc | Wilmington | NC | 11/2009 | Present |
| Amazon Inc | Indian Rocks Beach | FL | 04/2011 | 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. Author of Book 04/2011- PRESENT KWB Entertainment, Inc. / Owner 11/2009- PRESENT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-10 |
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