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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-03 |
Branch Locations
14497 N Dale Mabry Hwy Ste 240-Gc, Tampa, FL 33618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advanced Drainage Systems | Winter Garden | FL | 10/2015 | 01/2024 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 02/2024 | 07/2024 |
| Northwestern Mutual Investment Services Llc | Tampa | FL | 02/2024 | 07/2024 |
| Primerica Financial Services | Tampa | FL | 06/2025 | Present |
| Pfs Investments Inc. | Tampa | FL | 07/2025 | Present |
| Barette Outdoor Living | Brooksville | FL | 07/2024 | 01/2025 |
| Advanced Drainage Systems | Tampa | FL | 02/2025 | 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 | 2025-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-01 |
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