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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-04-07 |
| FL | RA | APPROVED | 2011-12-08 |
Branch Locations
12276 San Jose Blvd. Ste. 309, Jacksonville, FL 32223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Jacksonville | FL | 08/2006 | Present |
| Pfs Investments Inc. | Jacksonville | FL | 05/2007 | Present |
| All Trax Services Llc | Fleming Island | FL | 05/2026 | 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 |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-05-24 |
| S65 | Uniform Investment Adviser Law Examination | 2011-10-03 |
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