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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-23 |
Branch Locations
2231 Faraday Ave Ste 100, Carlsbad, CA 92008 • United States
7800 Southland Blvd Ste 115-D, Orlando, FL 32809 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Orlando | FL | 08/2012 | Present |
| Pfs Investments Inc. | Orlando | FL | 10/2014 | Present |
| Taxworks | Orlando | FL | 08/2015 | 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. Intrepid Ventures, Inc., DBA Liberty Tax Service. I may also receive non-investment related compensation from 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, Keller Williams Capital Realty, real estate agent, 550 Baltimore Way PH2, Coral Gables, Florida 33134, spends 40 hours per month on outside business, (spends 0 hours per month on outside business during trading hours per month on outside business).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-30 |
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