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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-02 |
| TX | RA | APPROVED_RES | 2024-06-10 |
Branch Locations
7501 W Oakland Park Blvd Ste 203-B, Tamarac, FL 33319 • United States
Lauderhill, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Tamarac | FL | 03/2007 | Present |
| Pfs Investments Inc. | Tamarac | FL | 10/2007 | 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. Eden Rose Relationship Coaching, LLC., Not investment related, Lauderhill, FL 33319, Owner, 10/2024 to Present, 20 hours committed per month (5 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-03-11 |
| S65 | Uniform Investment Adviser Law Examination | 2012-07-05 |
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