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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-27 |
Branch Locations
24301 Walden Center Dr Ste 100-B, Bonita Springs, FL 34134 • United States
560 Sylvan Ave Ste 1275, Englewood Cliffs, NJ 07632 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Bonita Springs | FL | 11/2023 | Present |
| Pfs Investments Inc. | Bonita Springs | FL | 09/2024 | Present |
| Spica Up English School | Fort Myers | FL | 01/2022 | 08/2024 |
| Wac Tile & Marble Inc | Fort Myers | FL | 10/2005 | 08/2024 |
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 | 2025-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-23 |
| S66 | Uniform Combined State Law Examination | 2005-09-27 |
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