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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2011-09-07 |
Branch Locations
2031 E Edgewood Dr #3, Lakeland, FL 33803 • United States
Lakeland, FL • 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 | Lakeland | FL | 01/1996 | Present |
| Pfs Investments Inc. | Lakeland | FL | 06/1997 | 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. 02/2023 - Present, Co-owner/Secretary, Heartland Surgical Assistants, Inc. Carlisle and Associates, Inc., Investment related, 5112 Lake Deeson Woods Ct Lakeland FL 33805, Nature: Primerica entity, Position: Owner, Start date: 12/31/1992 to Present, 160 hours per month, 150 hours during securities trading hours. BowTie Wreaths, Not investment related, Lakeland, FL 33805, Nature of Business: Creating wreaths for front doors, Position/Title: Owner, 10 hours committed per month (0 hours during securities trading hours). In Search of A Family: A Story of An International Adoption, Co-Author, 12/01/2009 to Present.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-27 |
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