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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-03-22 |
Branch Locations
1222 Se 47Th St Ste 412, Cape Coral, FL 33904 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 06/2015 | 04/2018 |
| Suntrust Bank | Cape Coral | FL | 07/2010 | 09/2016 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 04/2018 |
| Primerica Financial Services | Cape Coral | FL | 09/2018 | Present |
| Pfs Investments Inc. | Cape Coral | FL | 12/2018 | Present |
| Air Necessity Inc | Cape Coral | FL | 04/2018 | 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-09 |
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