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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-06 |
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 |
|---|---|---|---|---|
| Primerica Financial Services | Bonita Springs | FL | 05/2020 | Present |
| Pfs Investments Inc. | Bonita Springs | FL | 09/2024 | Present |
| Community School Of Naples | Naples | FL | 09/2014 | 09/2020 |
| University Of Connecticut | Storrs | CT | 09/2020 | 09/2024 |
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 | 2026-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2025-07-22 |
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