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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-06 |
Branch Locations
10008 N Dale Mabry Hwy Ste 100-F, Tampa, FL 33618 • United States
3349 N University Dr Suite 1-E, Davie, FL 33024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Davie | FL | 03/2026 | Present |
| Primerica Financial Services | Davie | FL | 03/2026 | Present |
| Exp Realty | Tampa | FL | 07/2024 | 02/2026 |
| New York Life | Tampa | FL | 10/2025 | 02/2026 |
| Ci International | Littleton | CO | 02/2019 | 09/2021 |
| Per Scholas | Silver Spring | MD | 07/2018 | 11/2018 |
| Success Pathways | Germantown | MD | 05/2010 | 12/2024 |
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. The A to Z Institute LLC, not investment related, Owner and Lead Coach/Trainer (1099), Margate, FL, 07/2024 to present, devoted approximately 40 hours per month (10 hours during securities trading hours). KW Realty, not investment related, agent (1099), Boca Raton, FL, 10/2025 to present, devoted approximately 40 hours per month (10 hours per month during securities trading hours) The A to Z Institute, Owner, 07/2024 to present, Author of Multiple books, Margate, FL, 22093, Non-Investment Related, 0 hours per month (0 hours during securities trading hours. Uber, Not investment related, Margate, FL 33063, Weekend Rides (1099), 07/2026 to Present, 20 hours committed per month (0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-05-09 |
| S65 | Uniform Investment Adviser Law Examination | 2025-04-22 |
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