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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
10008 N Dale Mabry Hwy Ste 100-F, Tampa, FL 33618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Tampa | FL | 10/2005 | Present |
| Pfs Investments Inc. | Tampa | FL | 12/2022 | Present |
| Orange County Public Schools | Orlando | FL | 08/2007 | 06/2022 |
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. --Dynamic Supports and Service. Start Date: 2/2022, Orlando, Florida 32805, This is a personal care support service. We help people with developmental or intellectual Disabilities in the home with daily living and personal care. This is done through the family and Homecare waiver with the Agency for Persons with Disabilities. It is non- investment related. I serve as co-owner and director. Time commitment is 160 hours per month, 8 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-30 |
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