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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-08-04 |
Branch Locations
1704 Corporate Dr Ste J, Boynton Beach, FL 33426 • United States
55 Douglas Pike Suite 206A, Smithfield, RI 02917 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Smithfield | PR | 05/1994 | Present |
| Harvard University | Boston | MA | 01/1999 | 11/2019 |
| Pfs Investments Inc | Smithfield | RI | 02/2013 | Present |
| Tempus Unlimited/ Myra Peral | Stoughton | MA | 12/2020 | 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. - Lyft, Not Investment Related, 616 Fellsway 2nd Floor, Medford, MA 02155, Driving, Driver, 06/2022 to present, 80 hours per month (30 hours per month during securities trading hours) -- Uber, Not Investment Related, Randolph, Massachusetts 02368, Driver, 09/2023, 80 hours committed per month, 40 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-30 |
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