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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-21 |
Branch Locations
6143 Lake Worth Rd Ste D, Greenacres, FL 33463 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Greenacres | FL | 07/2016 | Present |
| Primerica Financial Services | Greenacres | FL | 12/2015 | Present |
| Ptm Electric, Inc | Loxahatchee | FL | 03/2019 | Present |
| Bowman Consulting | Reston | VA | 01/2022 | 12/2024 |
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. Lets Go Enterprises, LLC (DBA Windjammer Way Soap Co.), Position/Title: Title Mgrm/Partner, 04/2022 to Present, Nature of Business: Creating and selling handmade soap, Hobe Sound, FL 33455, Not Investment Related, 20 hours per month (0 hours per month during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 2020-05-27 |
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