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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-07-01 |
Branch Locations
1725-E E Bay Dr, Largo, FL 33771 • United States
Clearwater, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Largo | FL | 03/2003 | Present |
| Pfs Investments Inc. | Largo | FL | 03/2003 | 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. Office Space Rental, Not Investment Related, Largo, FL 33771, Office Rental, Landlord, 09/21-present, 1 hour per month, (0 during securities trading hours), rent portion of office space for rental income. 5:9 Properties LLC, Not Investment Related, Clearwater, FL 33756, Vice President/Ownership, 08/2024 to present, 4 Hours Committed Per Month, (0 Hours During Securities Trading Hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-24 |
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