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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-12 |
Branch Locations
5602 Marquesas Cir Suiet 214-C, Sarasota, FL 34233 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Sarasota | FL | 09/2025 | Present |
| Jacent | Palmetto | FL | 05/2025 | Present |
| Retired Military | Palmetto | FL | 03/2016 | 05/2025 |
| Pfs Investments Inc. | Sarasota | FL | 03/2026 | 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. Delta Whiskey LLC, not investment related, Palmetto Fl, 34221, Partner, 08/2024 to Present, 5 hours a month (0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2026-05-01 |
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