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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-29 |
Branch Locations
14497 N Dale Mabry Hwy Suite 240-Y, Tampa, FL 33618 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Tampa | FL | 03/2023 | Present |
| Primerica Financial Services | Tampa | FL | 08/2014 | Present |
| Kelly Services | Orlando | FL | 03/2022 | 03/2023 |
| Kelly Services Global | Orlando | FL | 02/2017 | Present |
| Calhoun Community College | Huntsville | AL | 01/2019 | 03/2021 |
| Us Space And Rocket Center | Huntsville | AL | 12/2018 | 01/2019 |
| Lake Nona Tutoring | Orlando | FL | 08/2014 | 08/2017 |
| University Of Central Florida | Orlando | FL | 03/2023 | 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. 1) Mindfully Tutoring, Not Investment Related, Owner, 07/2017 To Present, Orlando FL, Nature of the Business: Private Tutoring Program, Devoted 20 Hours A Month (5 Hours During Securities Trading Hours)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-29 |
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