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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-01-09 |
Branch Locations
2206 Se 3Rd Ave Ste A, Ocala, FL 34471 • United States
Ocala, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Ocala | FL | 05/2010 | Present |
| Primerica Financial Services | Ocala | FL | 02/2009 | 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. ABK Group, LLC, Investment Related, 6740 SW. 64th Ter, Ocala, FL, 34476, Primerica Business Purposes, Manager, 12/2017 to Present, 160 hours per month (160 hours per month during securities trading hours), legal entity formed solely for Primerica business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-02 |
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