Best Investors
Account
Sign in
Best Investors
Account
Sign in
1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
1217 Admiralty Blvd, Rockledge, FL 32955 • United States
Port Saint Lucie, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Rockledge | FL | 02/2007 | Present |
| Pfs Investments Inc. | Rockledge | FL | 07/2016 | Present |
| Patel Management Llc | Triusville | FL | 01/2019 | 06/2019 |
| Florida Home Improvement Association | Ft Lauderdale | FL | 12/2019 | 03/2020 |
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 | 2023-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-23 |
Reach out to this advisor