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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-02-07 |
Branch Locations
5602 Marquesas Cir Ste 214, Sarasota, FL 34233 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Sarasota | FL | 03/2022 | Present |
| Primerica Financial Services | Sarasota | FL | 12/2020 | Present |
| New Home Suncoast Inc | Sarasota | FL | 03/2019 | Present |
| Platinum Real Estate | Sarasota | FL | 03/2018 | 03/2019 |
| At&T | Mission | KS | 09/2006 | 03/2018 |
| E.W. Scripps Company | Clearwater | FL | 06/2024 | 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. New home Suncoast incorporation, not Investment related, co-owners, 05/2018 to present, Sarasota FL, nature of business: Real estate sales, property management, devoted 40 hours a month, 20 hours a month during securities trading hours, description: operation, real estate sales, property management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-20 |
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