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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-09 |
Branch Locations
6600 Chase Oaks Blvd Suite 150-C, Plano, TX 75023 • United States
2031 E Edgewood Dr #3, Lakeland, FL 33803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Winter Haven | FL | 10/2012 | 12/2021 |
| Primerica Financial Services | Lakeland | FL | 02/2012 | Present |
| Pfs Investments Inc. | Lakeland | FL | 07/2024 | Present |
| Simpliblu | Lake Alfred | FL | 04/2019 | Present |
| Cks Recruiting | Lauderhill | FL | 06/2016 | 04/2019 |
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. SIMPLIBLU LLC, Not Investment Related, Lake Alfred, FL 33850, Partner/Manager (1099), 04/2019 - Present, 4 Hours committed per month (0 hours during securities trading hours)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-03 |
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