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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-08-18 |
| FL | RA | APPROVED | 2011-12-08 |
Branch Locations
7800 Southland Blvd Ste 115-D, Orlando, FL 32809 • United States
Orlando, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Orlando | FL | 10/1997 | Present |
| Pfs Investments Inc. | Orlando | FL | 07/1998 | 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. Freedom Lives Here, LLC, Investment Related, 7800 Southland Blvd Ste 115-D Orlando, FL 32809, Primerica Business Purposes, Partner, March 2019 to Present, 160 hours per month (160 hours per month during securities trading hours), legal entity formed solely for Primerica business purposes. Omar D Morales Vasquez, LLC., Investment related, Orlando, FL 32832, Primerica business purposes, Owner, 10/04/2021 to Present, 0 hours committed per month (0 hours during securities trading hours), Legal entity formed solely for Primerica business purposes. Buck Road Properties, LLC., Not investment related, Orlando, FL 32829, Nature of Business: Manage a real estate property, Position/Title: Owner, 12/2025 to Present, 4 hours committed per month (0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-06-15 |
| S65 | Uniform Investment Adviser Law Examination | 2011-10-24 |
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