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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-03 |
Branch Locations
1643 Nashville Pike Suite 200-A, Gallatin, TN 37066 • United States
4613 Phillips Highway #208, Jacksonville, FL 32207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Jacksonville | FL | 11/2019 | Present |
| Pfs Investments Inc. | Jacksonville | FL | 09/2022 | Present |
| The Bolles School | Jacksonville | FL | 09/2016 | 03/2020 |
| Scorpion Internet Marketing | Valencia | CA | 02/2015 | 10/2017 |
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. Self-employed as a piano teacher - not investment related, 4830 Seascape Way, Apt. 107, Jacksonville, FL 32224-0628, Devotes 45 hours per month, 22.5 hours during securities trading hours. I work very part time as a videographer with Dance Production House, owner (1099 contractor) -not investment related, 06/2019 to present, based in Daytona Beach, FL. I help to record dance performances and do various logistical duties. approximately 5-8 events per year, each of which can be anywhere from 30-80 hours each. Grubhub; Not Investment Related: 111 W. Washington St., Suite 2100, Chicago, IL 60602; Food delivery; 03/2022 to Present; 5 hours per month (0 hours during securities trading hours). DoorDash; Not Investment Related: 303 2nd St. Suite 800, San Francisco, CA 94107; Food delivery; 11/2021 to Present; 5 hours per month (0 hours during securities trading hours). The Coastal Symphony of Georgia; Not Investment Related: PO Box 21733, St. Simons Island, GA 31522; Pianist; 02/2022 to Present; 3 hours per month (0 hours during securities trading hours). Jacksonville University; Not Investment Related; 2800 University Blvd N, Jacksonville, FL 32211; Piano Accompanist; 10/2022 to Present; 5 hours per month (2 hours during securities trading hours). Self-Employed Copywriter and Content Creator Assistant, Not investment related, Jacksonville, FL 32224, Copywriter and Content Creator Assistant (1099), 01/2026 to Present, 10 hours committed per month (5 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-03 |
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