Best Investors
Account
Sign in
Best Investors
Account
Sign in
1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-08-24 |
| FL | RA | APPROVED | 2018-02-22 |
Branch Locations
25400 Us Hwy 19 N Ste 158, Clearwater, FL 33763 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Clearwater | FL | 01/2007 | Present |
| Primerica Financial Services | Clearwater | FL | 01/2005 | 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. Wealth by Design, LLC, Investment Related, 25400 US, Hwy 19 N. STE 158 Clearwater, FL 33763, Primerica Business Purposes, Owner, 01/2013-Present, 160 hours per month (140 hours per month during securities trading hours), legal entity formed solely for Primerica business purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2009-01-09 |
Reach out to this advisor