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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-23 |
Branch Locations
5556 Franklin Pike, Nashville, TN 37220 • United States
1649 Williamsburg Sq Ste B, Lakeland, FL 33803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Orlando | FL | 07/2016 | 08/2024 |
| Primerica Financial Services | Lakeland | FL | 03/2015 | Present |
| Kelly Educational Staffing | Lakeland | FL | 12/2015 | 08/2016 |
| Polk State College | Winter Haven | FL | 06/2013 | 05/2016 |
| Innovative Solar Inc | Lakeland | FL | 01/2017 | 03/2017 |
| Lake County School Board | Tavares | FL | 04/2017 | 08/2017 |
| Kelly Services Inc | Lakeland | FL | 04/2017 | 08/2017 |
| Osceola County School Board | Kissimmee | FL | 08/2017 | 06/2018 |
| Revolution Ministries | Avon Park | FL | 08/2016 | 05/2017 |
| Last Chance Enterprises | Orlando | FL | 01/2019 | 01/2021 |
| Kelly Educational Staffing | Lakeland | FL | 10/2019 | 03/2021 |
| Pop-A-Lock Of Polk County | Lakeland | FL | 02/2021 | 04/2021 |
| Fountain Auto Mall | Orlando | FL | 04/2021 | 06/2022 |
| Sumter County Schools | Bushnell | FL | 07/2022 | 06/2023 |
| Zinnia Wealth Advisory, Llc | Ocala | FL | 09/2024 | 08/2025 |
| Pfs Investments Inc. | Lakeland | FL | 11/2025 | Present |
| Fountain Auto Mall | Orlando | FL | 07/2023 | 09/2024 |
| Polk County School Board | Bartow | FL | 09/2016 | 01/2017 |
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 |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-06-28 |
| S65 | Uniform Investment Adviser Law Examination | 2018-12-01 |
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