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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-04-04 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gilroy Garlic Festival Association | Gilroy | CA | 08/2011 | 10/2017 |
| J.P. Morgan Securities Llc | Salinas | CA | 10/2012 | 09/2016 |
| 152 Fuel Depot | Gilroy | CA | 08/2016 | Present |
| Trevis Berry Transportation | Gilroy | CA | 08/2016 | Present |
| Primerica Financial Services | Salinas | CA | 12/2001 | Present |
| Pfs Investments Inc. | Salinas | CA | 02/2018 | 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. Trevis Berry Transportation, Not investment related, Gilroy, CA 95020, Non-Public Entity, Nature of Business: The firm is a local and statewide hauling, transportation, and logistics company, President/Co-Owner, 08/09/2016 to Present, Duties: Sign off on operational checks and payroll, 20 hours committed per month (0 hours during securities trading hours). 152 Fuel Depot, Not investment related, Gilroy, CA 95020, Non-Public Entity, Nature of Business: Fuel purchasing and selling business, President/Co-Owner, 08/09/2016 to Present, Duties: Sign off on operational checks and payroll, 5 hours committed per month (0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-29 |
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