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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-10-04 |
Branch Locations
14497 N Dale Mabry Hwy Ste 240-F, Tampa, FL 33618 • United States
Lithia, FL • 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 | 09/1997 | Present |
| Primerica Financial Services | Tampa | FL | 02/1991 | Present |
| Ehr Financial Group | Tampa | FL | 06/2019 | 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. As of 06/12/2019 these sales activities will be conducted under the d/b/a name of EHR financial group. 08/2012- present ; 14% managing member of RVP training center LLC. Gerald Reid & Assoc., Inc., Owner, Investment Related, 6428 Rubia Circle, Apollo Beach, FL 33572, Primerica Business Purposes, 10/1993 to Present, 160 hours per month (140 hours per month during securities trading hours), legal entity formed solely for Primerica business purposes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 1983-01-11 |
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