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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2013-12-09 |
Branch Locations
Land O Lakes, FL • United States
14502 N Dale Mabry Hwy Ste 304B, Tampa, FL 33618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Tampa | FL | 09/1997 | Present |
| Pfs Investments Inc. | Tampa | FL | 03/1998 | 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. Team Do It, Inc., Investment Related, 14502 N Dale Mabry Hwy Ste 304B Tampa, FL 33618, Primerica Business Purposes, President, July 2009 to Present, 120 hours per month (120 hours per month during securities trading hours), legal entity formed solely for Primerica business purposes. Brian Walker, Not Investment Related, Tampa, FL 33637, Owner/Ownership, 06/2023 to present, 1 hours committed per month, 1 hours during securities trading hours. Condo Rental, Not Investment Related, Tampa, FL 33637, Co-Owner, 06/2023 to present, 1 hours committed per month, 1 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-08 |
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