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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-14 |
| TX | RA | APPROVED_RES | 2020-03-31 |
Branch Locations
14497 N Dale Mabry Hwy Suite 240-Y, Tampa, FL 33618 • 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 |
|---|---|---|---|---|
| Primerica Financial Services | Tampa | FL | 05/2010 | Present |
| Pfs Investments Inc. | Tampa | FL | 09/2010 | 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. Ruckman Group, LLC, investment related, 8822 Bay Pointe Dr. F104, Tampa, FL 33615, Primerica business purposes, Officer, 05/28/2021 to present, 160 hours per month (140 hours per month during securities trading hours), legal entity formed solely for Primerica business purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-13 |
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