Best Investors
Account
Sign in
Best Investors
Account
Sign in
1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-22 |
Branch Locations
3 Hangar Way Suite B, Watsonville, CA 95076 • United States
7053 S Tamiami Trl Ste F, Sarasota, FL 34231 • 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 | Sarasota | FL | 02/2003 | Present |
| Pfs Investments Inc. | Sarasota | FL | 01/2023 | 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-10 |
Reach out to this advisor