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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-25 |
Branch Locations
8191 College Pkwy Suite 305-E, Fort Myers, FL 33919 • United States
25400 Us Hwy 19 N Ste 158-C, Clearwater , FL 33763 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Fort Myers | FL | 07/2003 | Present |
| Pfs Investments Inc. | Fort Myers | FL | 06/2024 | Present |
| Pneumowave, Inc. | North Charleston | SC | 10/2023 | 08/2024 |
| Nq Medical, Inc. | Cambridge | MA | 01/2020 | 06/2023 |
| Imagen Technologies, Inc. | New York | NY | 01/2017 | 07/2017 |
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. K2 Management Group, Inc., Not Investment Related, President/Ownership, Las Vegas NV, 89121, 08/2000, 10 Hours Committed Per Month (10 Hours During Securities Trading Hours) K2 Property Group, LLC, Investment Related, Partner/Managing Member, St Louis, MO 63129, One Residential Property Rental, 3/9/2005 to Present, 5 hours per month (0 hours during securities trading hours). K2 Financial Group, LP., Investment related, Las Vegas, NV 89121, Limited Partner/Ownership, 08/2000 to Present, 1 hour committed per month (0 hours during securities trading hours). Condo Rental, Investment Related, Owner, St Louis, MO 63129, Property Rental, 08/2016 to present, 5 hours per month (1 hour per month during securities trading hours) Condo Rental, Investment Related, Owner, St Louis, MO 63129, Property Rental, 08/2008 to present, 5 hours per month (1 hour per month during securities trading hours) Pueblo Bonito Timeshare Rentals, Investment Related, Owner, Cabo San Lucas, MX, Uses points to reserve resort rooms then resells reservations at a profit, 01/2023 to present, 1 hours per month (0 hours per month during securities trading hours)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-17 |
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