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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-19 |
Branch Locations
150 Pinellas Bayway South Ste 204, Tierra Verde, FL 33715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2017 | 03/2018 |
| Rite Aid Corporation | Etters | PA | 12/2015 | 10/2017 |
| Allen's Eatery | Lewisberry | PA | 09/2015 | 10/2017 |
| Lpl Financial Llc | Carlisle | PA | 04/2018 | 05/2018 |
| Primerica Financial Services | Tierra Verde | FL | 04/2025 | Present |
| Pfs Investments Inc. | Tierra Verde | FL | 06/2025 | Present |
| Payscale | Seattle | WA | 02/2022 | Present |
| Futuresense, Llc | San Rafael | CA | 07/2021 | 02/2022 |
| Post Acute Medical | Enola | PA | 06/2020 | 07/2021 |
| Royal Caribbean Cruises Ltd. | Miami | FL | 09/2019 | 06/2020 |
| Te Connectivity | Middletown | PA | 05/2018 | 09/2019 |
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. Atlas Coast Travel Group, Not investment related, Winter Haven, FL 33881, Travel Agent (1099), 07/2026 to Present, 5 hours committed per month (0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2025-07-26 |
| S66 | Uniform Combined State Law Examination | 2017-12-29 |
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