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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-09-24 |
Branch Locations
3903 Northdale Blvd Suite 100E, Tampa, FL 33624 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Tampa | FL | 10/2017 | Present |
| Primerica Financial Services | Tampa | FL | 10/2015 | Present |
| Gartner | Winter Park | FL | 06/2016 | 06/2021 |
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. Destiny Financial, Owner, 06/2021 to Present, Entity used for Primerica business only. Destiny Family Group, LLC., Not investment related, Tampa, FL 33625, Nature of Business: Health insurance sales, Owner, 01/2025 to Present, 120 hours committed per month (100 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-08-25 |
| S65 | Uniform Investment Adviser Law Examination | 2020-08-03 |
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