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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-09 |
Branch Locations
8191 College Pkwy Ste 305, Ft Myers, FL 33919 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Marco Island | FL | 06/2023 | 09/2023 |
| Jpmorgan Chase Bank, N.A. | Marco Island | FL | 06/2023 | 09/2023 |
| Chase | Naples | FL | 08/2022 | 05/2023 |
| Chick-Fil-A | Chicago | IL | 01/2021 | 06/2022 |
| Prospect | Chicago | IL | 01/2018 | 07/2018 |
| Unemployed | Franklin Park | IL | 06/2013 | 01/2018 |
| Unemployed | Franklin Park | IL | 07/2018 | 12/2020 |
| Unemployed | Naples | FL | 07/2022 | 07/2022 |
| Pfs Investments Inc. | Ft Myers | FL | 10/2023 | Present |
| Primerica Financial Services | Ft Myers | FL | 08/2023 | 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 | 2026-02-02 |
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