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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-16 |
Branch Locations
12276 San Jose Blvd Ste 309-C, Jacksonville, FL 32223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Jacksonville | FL | 03/2014 | Present |
| Primerica Financial Services | Jacksonville | FL | 08/2013 | Present |
| Duval County Public Schools | Jacksonville | FL | 02/2018 | Present |
| Shark Coatings | Jacksonville | FL | 10/2024 | 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. 01/2018 - Present, 5014742, Owner/Training for Licensing exams.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-03-28 |
| S65 | Uniform Investment Adviser Law Examination | 2014-04-17 |
| S66 | Uniform Combined State Law Examination | 2005-11-09 |
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