Brandt Zimmerly

Current Employers

Pfs Investments Inc.

1 Primerica Parkway, Duluth, GA 30099-0001 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2018-02-05

FL RA
APPROVED

Since 2018-02-05

Branch Locations

Zephyrhills, FL • United States

14497 N Dale Mabry Hwy Ste 240-Z, Tampa, FL 33618 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Pfs Investments Inc	Tampa	FL	03/2011	Present
Primerica Financial Services	Tampa	FL	11/2009	Present

03/2011 → Present

Pfs Investments Inc

Tampa, FL
11/2009 → Present

Primerica Financial Services

Tampa, FL

Other Businesses

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. Zimmerly and Associates, LLC, investment related, 18019 Java Isle Drive Tampa, FL 33647, Primerica business purposes, Owner, august 2021 to present, 160 hours per month (140 hours per month during securities trading hours), legal entity formed solely for Primerica business purposes. Team HSTL, Not Investment Related, Tampa, FL 33647, Owner/Ownership,10 hours committed per month 2 hours during securities trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2012-11-26
S63	Uniform Securities Agent State Law Examination	2011-03-24

S65 Uniform Investment Adviser Law Examination

2012-11-26
S63 Uniform Securities Agent State Law Examination

2011-03-24