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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2012-01-10 |
Branch Locations
3350 Scott Blvd Bldg 12-01, Santa Clara, CA 95054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Santa Clara | CA | 05/2001 | Present |
| Pfs Investments Inc. | Santa Clara | CA | 08/2001 | 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. Rivel Athletics, Not Investment Related, Paso Robles, CA, Athletic Clothing Company, Consultant, 05/2020-Present, 5 hours per month (0 hours per month during securities trading hours), selling athletic apparel
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-03 |
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