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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-07 |
Branch Locations
3900 Woodlake Blvd Ste 302 H, Lake Worth, FL 33463 • United States
3632 Land O Lakes Blvd Ste 106-24, Land O Lakes, FL 34639 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Lake Worth | FL | 07/2017 | 12/2023 |
| Primerica Financial Services | Land O Lakes | FL | 05/2017 | Present |
| Business Development Board Of Palm Beach | West Palm Beach | FL | 08/2015 | 10/2018 |
| Pfs Investments Inc. | Land O Lakes | FL | 04/2024 | 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. 1. Author of Book (Sharp Iron Study-Book of James), Owner, Not Investment Related, West Palm Beach, FL, 1/2019 to Present. 2. Casa Cartland (1099) - Not investment related. Palm Beach Gardens, FL 33418. Property Owner. 01/2019 to Present.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-03 |
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