Best Investors
Account
Sign in
1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-02-24 |
Branch Locations
3001 Aloma Ave Ste 113, Winter Park, FL 32792 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mobley & Associates | Shelby Twp | FL | 03/2004 | Present |
| Primerica Life | Duluth | GA | 03/2012 | 08/2017 |
| Primerica Financial Services | Winter Park | FL | 06/1998 | Present |
| Pfs Investments Inc | Winter Park | FL | 04/2014 | 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. 04/2018 - Present, Tutor/Self employed. Kiser Lee Enterprises, Inc., Investment Related, 3380 Paisley Circle Orlando, FL 32817, Primerica Business Purposes, VP, August 2012 to Present, 120 hours per month (120 hours per month during securities trading hours), legal entity formed solely for Primerica business purposes. Orlando Creative, not investment related, Orlando, FL 32817, Owner and Creator, November 2021 to Present, 18 hours per month (14 hours per month during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-23 |
Reach out to this advisor