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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-11-17 |
Branch Locations
6499 Powerline Rd Suite 305, Fort Lauderdale, FL 33309 • United States
111 E Monument Ave Suite 606, Kissimmee, FL 34741 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primeric Financial Services | Kissimmee | FL | 07/2001 | Present |
| Pfs Investments Inc. | Kissimmee | FL | 06/2021 | Present |
| Vintrica International Llc | Queens | NY | 08/2013 | 07/2019 |
| Self Employed | Ocala | FL | 07/2019 | 02/2021 |
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 | 2022-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-17 |
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