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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-07-30 |
Branch Locations
7800 Southland Blvd Ste 115-D, Orlando, FL 32809 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Davenport | FL | 12/2014 | 04/2017 |
| Mid Florida Credit Union | Davenport | FL | 12/2014 | 04/2017 |
| Sii | Clermont | FL | 04/2017 | 01/2018 |
| Freedom Financial Group, Llc | Clermont | FL | 04/2017 | 01/2018 |
| Unemployed | Winter Garden | FL | 01/2018 | 09/2018 |
| Regions Bank | Orlando | FL | 10/2018 | 08/2019 |
| Cetera Investment Advisors Llc | Orlando | FL | 10/2018 | 08/2019 |
| Cetera Investment Services Llc | St. Cloud | MN | 10/2018 | 08/2019 |
| Primerica Financial Services | Orlando | FL | 07/2021 | Present |
| Pfs Investments Inc. | Orlando | FL | 07/2021 | Present |
| Unemployed | Winter Garden | FL | 08/2019 | 07/2021 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-26 |
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