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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-08 |
Branch Locations
320 N Atlantic Avenue Suite 2B, Cocoa Beach, FL 32931 • United States
Merritt Island, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Cocoa Beach | FL | 04/2008 | Present |
| Pfs Investments, Inc. | Cocoa Beach | FL | 03/2008 | 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. - Ollin, Inc., Investment Related, 1170 Highway A1A, Ste. 7, Satellite Beach, FL, 32937, Primerica Business Purposes, Owner, 03/2018 to Present, 160 hours per month (160 hours per month during securities trading hours), legal entity formed solely for Primerica business. -- Invested Networking Group, LLC, Not Investment Related, Merritt Island, FL 32952, Managing Member/Founder, 02/2024 to present, 20 hours per month (5 hours per month during securities trading hours), networking group for small business owners in the community
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-25 |
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