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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-01-16 |
Branch Locations
401 E Front Ave Ste B-1, Coeur D'ALene, ID 83814 • United States
27125 Sierra Hwy Ste 321-C, Santa Clarita, CA 91351 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Synergistic Solutions | Oxnard | CA | 05/1987 | Present |
| Primerica Finanacial Services | Coeur D'ALene | ID | 02/2002 | Present |
| Pfs Investments Inc. | Coeur D'ALene | ID | 04/2002 | Present |
| Rock Harbor Christian Fellowship | Morro Bay | CA | 01/2016 | 12/2019 |
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. Avocado Ranch (Casa Milagro), Not Investment Related, Morro Bay, CA 93442, Position/Title: Owner, 10/2008 to Present, 2 hours per month (0 of hours per month during securities trading hours). Mid-Term Rental, Not investment related, Morro Bay, CA 93442, Nature of business: Rental property, Owner/Host, 11/2024 to Present, 5 hours committed per month (0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-30 |
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