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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-11 |
Branch Locations
2206 Se 3Rd Ave Ste A-2, Ocala, FL 34471 • United States
8227 Cloverleaf Dr Ste 303-A, Millersville, MD 21108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Ocala | FL | 06/2021 | Present |
| Primerica Financial Services | Ocala | FL | 03/2021 | Present |
| Lake City Buick Gmc | Lake City | FL | 06/2020 | 02/2021 |
| Lake City Cdjr | Lake City | FL | 01/2020 | 06/2020 |
| Gainesville Cdjr | Gainesville | FL | 11/2017 | 01/2020 |
| Gainesville Buick Gmc | Gainesville | FL | 08/2016 | 10/2017 |
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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2026-02-08 |
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