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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2011-08-19 |
Branch Locations
1770 El Jobean Rd Unit B-1, Port Charlotte, FL 33948 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Port Charlotte | FL | 06/1989 | Present |
| Pfs Investments Inc. | Port Charlotte | FL | 04/2000 | 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. The Polsinelli Limited Partnership I May Also Receive Non-Investment Related Compensation from 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. Boxwood Holdings, LLC, Investment Related, 14386 Cypress Island Ct., Palm Beach Gardens, Fl 33410, Manager, 05/13/2021 To Present, 1 Hour Per Month in This Activity (0 Hours Per Month During Securities Trading Hours), Crypto/Coin Investing for Personal Directed Roth Ira
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-30 |
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