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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-01-06 |
Branch Locations
898 N Broadway Ste 4A, Massapequa, NY 11758 • United States
655 W Fulton St Ste 13-B-1, Sanford, FL 32771 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Sanford | FL | 02/2013 | Present |
| Primerica Financial Services | Sanford | FL | 09/2012 | Present |
| Coney Island Prep Hs | Brooklyn | NY | 08/2016 | 08/2018 |
| Good Shepherd Catholic School | Orlando | FL | 09/2018 | Present |
| Diocese Of Orlando | Orlando | FL | 07/2023 | 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-29 |
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