This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

PRIMERICA ADVISORS

Current firm class

national broker-dealer RIAderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Dec 1, 2008earliest registration or exam on IAPD

Years in industry

17derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Oct 1, 2021

First registration

Nov 30, 2021

Dual registered

yes, broker-dealer

IAPD individual key

7324292

• Occurred

  May 6, 2022
  Advisor changed firm

  Edward Joseph Helm left World Advisory Services for Primerica Advisors (registered 2022-07-19)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8c95ffb2-6373-0cec-c7a1-15099d050e66

First observed

Nov 30, 2021

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.