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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-16 |
Branch Locations
25400 Us Hwy 19 N Ste 158, Clearwater, FL 33763 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Clearwater | FL | 06/2016 | Present |
| Primerica Financial Services | Clearwater | FL | 11/2013 | Present |
| Zales Corp | Lakeland | FL | 11/2013 | 06/2018 |
| Lummi Indian Business Council | Bellingham | WA | 08/2016 | 06/2018 |
| Lummi Indian Business Council | Bellingham | WA | 07/2018 | 06/2022 |
| Swinomish Tribe | Laconner | WA | 08/2022 | 08/2024 |
| Early Learning Coalition Of Polk County | Lakeland | FL | 04/2024 | 08/2024 |
| City Of Plant City | Plant City | FL | 05/2025 | 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-16 |
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