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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-22 |
Branch Locations
2206 Se 3Rd Ave Ste A-1, Ocala, FL 34471 • United States
61 Ramapo Valley Rd Ste B-1, Mahwah, NJ 07430 • 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. | Ocala | FL | 07/2025 | Present |
| The Tax Cuttery | Longwood | FL | 01/2021 | Present |
| Primerica Financial Services | Ocala | FL | 08/2016 | Present |
| Jackson Hewitt | Winter Park | FL | 09/2020 | 05/2022 |
| Walt Disney Co | Lake Buena Vista | FL | 06/2017 | 12/2020 |
| Central Fl Inv | Orlando | FL | 05/2014 | 06/2017 |
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 Tax Cuttery, Not investment related, Longwood, FL 32750, Owner/Enrollment Agent, 01/2021 to Present, 160 hours a month (40 hours during securities trading hours). City of Winter Springs FL, Not investment related, Winter Springs, FL 32708, City Council, City Commissioner, 11/2024 to Present, Spends 4 hours per month (0 during securities trading hours). I-4 Corridor Real Estate Services,, LLC, Not investment related, Longwood, FL 32750, Real estate broker and instructor, Owner, Spends 10 hours per month (10 hours during securities trading hours). The EA Advantage, Not investment related, Winter Springs, FL 32708, Author, 02/2023 to Present, 1 hour per month ( 0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-07-18 |
| S65 | Uniform Investment Adviser Law Examination | 2025-07-09 |
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