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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-06 |
| FL | RA | APPROVED | 2017-01-27 |
Branch Locations
480 N Orlando Ave Ste 236, Winter Park, FL 32789 • United States
Saint Cloud, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Winter Park | FL | 03/1999 | Present |
| Primerica Financial Services | Winter Park | FL | 06/1980 | 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. Live Oak Lake- Board of Directors for homeowners assoc. 04/2010 Freeland +Freeland, Inc., Investment Related, 1301 Bedford Dr. Ste. 102, Melbourne, FL, 32940, Primerica Business Purposes, Owner, 09/2012 to Present, 160 hours per month (140 hours per month during securities trading hours), legal entity formed solely for Primerica business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-23 |
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