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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-01-25 |
Branch Locations
1855 Chicago Ave Ste A, Riverside, CA 92507 • United States
8191 College Pkwy Suite 305-E, Fort Myers, FL 33919 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Fort Myers | FL | 09/2021 | Present |
| Primerica Financial Services | Fort Myers | FL | 05/2014 | Present |
| Self-Employed | Royal Palm Beach | FL | 01/2007 | Present |
| Hr Block | Wellington | FL | 01/2020 | 04/2020 |
| Hr Block | Royal Palm Beach | FL | 09/2018 | 04/2019 |
| Oasis Outsourcing | West Palm Beach | FL | 03/2017 | 08/2018 |
| Palm Beach County School District | West Palm Beach | FL | 08/2016 | 02/2017 |
| Palm Beach State College | Lake Worth | FL | 10/2020 | 08/2021 |
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. Tax Preparer, Not investment related, Royal Palm Beach FL 33411, Nature: Tax Business, Position: Self-employed, Start date: 01/2021 to Present, 5 hours per month, 1 hour during securities trading hours during tax season from February to April. Service Desk Analyst, Not Investment related, Royal Palm Beach FL 33411, Nature: Computer/Software/Electronic Repair & Assistance, Position: Self-employed, Start date: 01/2007 to Present, 16 hours per month (8 hours during securities trading hours). Notary, Not investment related, 3314 Brinely Pl Royal Palm Beach FL 33411, Nature: Notary services, Position: Self-employed, 10/2018 to Present, 1 hour per month (1 during securities trading hours). Briteco (1099), Not investment related, Evanston, IL 60201, Nature: Jewelry insurance, Position: Insurance agent, 02/2024 to Present, 0 hours committed per month (0 hours during securities trading hours). All State Bail Bonds, LLC. (1099), Not investment related, West Palm Beach, FL 33406, Nature: Bail bonds, Position: Bail bond agent, 07/2024 to Present, 12 hours committed per month (0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-06 |
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