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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-07-24 |
Branch Locations
1905 S 25Th St Ste 200-J, Fort Pierce, FL 34947 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Fort Pierce | FL | 03/2014 | Present |
| Primerica Financial Services | Fort Pierce | FL | 06/2013 | Present |
| Rivers Edge Elementry School | Port St Lucie | FL | 08/2017 | 08/2021 |
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. Jean Legacy LLC, Not Investment related, Fort Pierce, Florida 34954, Manager, 09/20233 to present, 15 hours committed per month, (0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-26 |
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