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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-09-08 |
Branch Locations
1201 6Th Ave W Suite 300, Bradenton, FL 34205 • United States
Bradenton, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Oakdale | NY | 12/2002 | 09/2021 |
| Pfs Investments Inc. | Oakdale | NY | 01/2004 | 10/2021 |
| Ashton Animal Clinic | Sarasota | FL | 10/2021 | Present |
| Pfs Investments Inc. | Bradenton | FL | 08/2022 | Present |
| Primerica Financial Services | Bradenton | FL | 12/2002 | 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 | 2021-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2004-02-05 |
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