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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-08 |
| TX | RA | APPROVED | 2020-02-13 |
Branch Locations
Miramar Beach, FL • United States
111 Bailey Dr Ste 1, Niceville, FL 32578 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Niceville | FL | 09/2019 | Present |
| Retired | Seabrook | TX | 09/2018 | 05/2019 |
| Walmart | Texas City | TX | 04/2016 | 09/2018 |
| Primerica Financial Services | Niceville | FL | 05/2019 | Present |
| Home Depot | League | TX | 02/2021 | 03/2021 |
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. Kynect Energy, Not investment related, Dallas, TX, Independent Contractor, 09/2019 to Present, 1 hour committed per month (0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-29 |
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