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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-12-23 |
| FL | RA | APPROVED | 2016-09-23 |
Branch Locations
801 West Bay Dr Ste 315, Largo, FL 33770 • United States
Largo, FL • United States
2 disclosure categories 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 | Largo | FL | 12/1983 | Present |
| Primerica Financial Services | Largo | FL | 02/1991 | Present |
| Appointments 4 Advisors | Severna Park | MD | 01/2020 | 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. Rental Home, 11417 74th Ave., Seminole, FL, Owner, 11/2016 to Present, Commits 1 hour per month on outside business (spends 0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 1984-02-01 |
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