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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-01 |
Branch Locations
5401 S Kirkman Rd Ste 310/Office 327, Orlando, FL 32819 • United States
Gotha, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Orlando | FL | 09/2002 | Present |
| Walt Disney Attractions | Lake Buena Vista | FL | 07/1983 | 01/2017 |
| Pfs Investments Inc | Orlando | FL | 09/2002 | Present |
| Bestmark | Minnetonka | MN | 07/2017 | Present |
| The Diamond Agency | Heathrow | FL | 08/2017 | 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. 12/2018 - Present: VIPKID HK LTD; Independent Contractor; Self Employed
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2004-02-23 |
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