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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-01-21 |
| TX | RA | APPROVED | 2024-01-12 |
Branch Locations
5556 Franklin Pike, Nashville, TN 37220 • United States
Franklin, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Nashville | TN | 08/2012 | Present |
| Primerica Financial Services | Nashville | TN | 02/2012 | 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. Czernek Financial, LLC., Owner, Lakeland, FL, 05/18/2015 to Present. CZ Global, LLC., Investment related, 1037 S. Florida Ave. Ste. 130, Lakeland, FL, 33803, Primerica business purposes, Owner, 05/2015 to present, 160 hours per month (140 hours per month during securities trading hours), legal entity formed solely for Primerica business purposes. Czernek Family LLC - Helper - Franklin, TN 37069 - Not investment related - 4 hours per month (0 hours during security hours)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-03 |
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