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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-09 |
Branch Locations
9360 Sw 72Nd St Ste 245-D, Miami, FL 33173 • United States
8507 Oxon Hill Rd Ste 303, Fort Washington, MD 20744 • 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. | Miami | FL | 01/2018 | Present |
| Primerica Financial Services | Miami | FL | 12/2016 | Present |
| Kay Management | Silver Spring | MD | 02/2009 | 02/2019 |
| Retail Data | Glen Allen | VA | 01/2021 | 10/2022 |
| Jll | Morristown | NJ | 10/2022 | 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-17 |
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