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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-30 |
Branch Locations
14497 N Dale Mabry Hwy Suite 240-Ao-1, 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 | 08/2022 | Present |
| Pfs Investments Inc. | Tampa | FL | 02/2023 | Present |
| Us Army | Tampa | FL | 06/2021 | 03/2025 |
| Us Army | Tacoma | WA | 06/2017 | 06/2021 |
| Us Army | Ft Leavenworth | KS | 06/2016 | 06/2017 |
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. SheepDog Holdings LLC, Investment Related, Tampa, FL 33618, Primerica Business Purposes, Owner, 08/2025 To Present, 160 Hours Per Month (160 Hours Per Month During Securities Trading Hours), Legal Entity Formed Solely For Primerica Business Purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-07 |
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