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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-02-13 |
Branch Locations
14497 N Dale Mabry Hwy Ste 240-I, Tampa, FL 33618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Tampa | FL | 09/2014 | Present |
| Primerica Financial Services | Tampa | FL | 09/1996 | 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. Walker Insurance and Financial Services, LLC, Investment Related, 14497 North Dale Mabry Hwy Tampa, FL, Nature of Business (Primerica Business Purposes), Position/Title (Business Manager), Start Date (4/12/2008) to Present, 160 of hours per month (120 of hours per month during securities trading hours), Legal entity formed solely for Primerica business purposes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-18 |
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