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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2015-05-11 |
Branch Locations
14497 N Dale Mabry Hwy Ste 240-N, Tampa, FL 33618 • United States
Land O Lakes, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Tampa | FL | 11/2012 | Present |
| Pfs Investments Inc | Tampa | FL | 08/2013 | 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. 06/2020 - Present, Jay Clifford LLC, President, Land O Lakes, FL 34638, spends 160 hours per month on outside business ( spends 115 hours on outside business during trading hours). Clifford Collectibles (dba) - Land O Lakes, FL 34638 - Sports Cards and other items - Not Investment Related - 06/2025 to present - 2 hours per month (0 hours during securities trading)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-01 |
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