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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-08 |
| FL | RA | APPROVED | 2011-08-22 |
Branch Locations
14497 N Dale Mabry Hwy Suite 240-H, Tampa, FL 33618 • United States
Land O Lakes, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Tampa | FL | 06/1996 | Present |
| Pfs Investments Inc. | Tampa | FL | 04/1997 | 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. 10/2013-PRESENT; Managing Manager, Tampa Bay RVP Builders LLC, LLC to sign hotel rental contracts for training events in Tampa, FL 33618. Have No Boss, LLC, Investment Related, 14497 N Dale Mabry Hwy Ste 240-H Tampa, FL 33618, Primerica Business Purposes, Manager, October 2005 to Present, 200 hours per month (140 hours per month during securities trading hours), legal entity formed solely for Primerica business purposes. R.V.P. Training Center, LLC, Investment Related, 14497 N Dale Mabry Hwy Ste 240 North Tampa, FL 33618, Primerica Business Purposes, Manager, August 2012 to Present, 5 hours per month (5 hours per month during securities trading hours), legal entity formed solely for Primerica business purposes. 14% Managing member of RVP Training Center LLC. Tampa Bay RVP Builders, LLC, Investment Related, 14497 N Dale Mabry Hwy #240-H Tampa, FL 33618, Primerica Business Purposes, Manager, October 2013 to Present, 15 hours per month (15 hours per month during securities trading hours), legal entity formed solely for Primerica business purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-07 |
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