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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-03 |
Branch Locations
560 Sylvan Ave Ste 1275, Englewood Cliffs, NJ 07632 • United States
24301 Walden Center Dr Ste 100-B, Bonita Springs, FL 34134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Duluth | NJ | 10/2021 | 11/2022 |
| Primerica Financial Services | Bonita Springs | FL | 10/2017 | Present |
| Tcu | Fort Worth | TX | 08/2018 | 09/2022 |
| Mikeworldwide | New York | NY | 09/2022 | 04/2024 |
| Naples School | Naples | FL | 08/2011 | 08/2018 |
| Pfs Investments Inc. | Bonita Springs | FL | 08/2023 | Present |
| Influencer Labs Inc. | New York | NY | 04/2024 | 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 | 2026-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-29 |
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