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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-20 |
Branch Locations
8191 College Pkwy Suite 305-E, Fort Myers, FL 33919 • United States
1 Mid America Plaza 3Rd Floor, Oakbrook Terrace, IL 60181 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Fort Myers | FL | 04/1996 | Present |
| Pfs Investments Inc. | Fort Myers | FL | 03/1997 | Present |
| Navy Pier, Inc. | Chicago | IL | 05/2012 | 03/2026 |
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. MAM & Associates , Inc., Investment Related, 7664 Plaza Ct Willow Brook, IL 60527, Primerica Business Purposes, Owner, 05/2002-Present, 80 hours per month (20 hours per month during securities trading hours), legal entity formed solely for Primerica business purposes. APEX Executive Advisory, LLC., Not investment related, Fort Myers, FL 33913, Member (1099), 04/2026 to Present, 80 hours committed per month (40 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-12 |
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