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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-07-22 |
Branch Locations
San Antonio, FL • United States
14497 N Dale Mabry Hwy Ste 240-J-1, Tampa, FL 33618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Tampa | FL | 03/2011 | Present |
| Primerica Financial Services | Tampa | FL | 04/2005 | 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. The Purpose Group, LLC., (1099), Investment Related, Wesley Chapel, FL33545, Owner, (03/2024) To Present, 160 Hours Committed Per Month (140 Hours During Securities Trading Hours), Legal Entity Formed Solely for Primerica Business Purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-21 |
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