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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-22 |
| FL | RA | APPROVED | 2013-05-02 |
Branch Locations
Winter Haven, FL • United States
20 3Rd St Sw Ste 300, Winter Haven, FL 33880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Winter Haven | FL | 07/2011 | Present |
| Primerica Financial Services | Winter Haven | FL | 02/2009 | Present |
| Winter Haven Worship Center | Winter Haven | FL | 09/2012 | 01/2025 |
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. Madd Haven, LLC, Investment related, 20 3rd St SW Ste 300 Winter Haven, FL 33880, Primerica Business Purposes, Owner, 12/2018 to Present, 160 hours committed per month (140 hours during securities trading hours), Legal entity formed solely for Primerica business purposes. Jill's Cashbox (1099), Not investment related, Orlando, FL 32804, Bass Player, 2 Hours Committed Per Month (0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-28 |
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