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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-11 |
Branch Locations
6151 Miramar Parkway Suite 207-B, Miramar, FL 33023 • United States
Miami, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Miramar | FL | 06/2014 | Present |
| Primerica Financial Services | Miramar | FL | 09/2013 | Present |
| Mercury Insurance Group | Clearwater | FL | 12/2003 | 12/2016 |
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. Licensed to Build, LLC - Self-employed Instructor - Nature of Business: teach securities licensing classes - Investment Related - Miami, FL - # of hours per month: 20 (0 during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-25 |
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