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Current Employers
Pfs Investments Inc.

1 Primerica Parkway, Duluth, GA 30099-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-07-10
CA RA APPROVED 2020-10-20
  • TX RA
    APPROVED_RES
    Since 2025-07-10
  • CA RA
    APPROVED
    Since 2020-10-20

Branch Locations

21151 S Western Ave Ste 145, Torrance, CA 90501 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Primerica Financial Services Torrance CA 03/2002 Present
Eureka Business Management Gardena CA 07/2001 Present
Pfs Investments Inc. Torrance CA 08/2002 Present
H & R Block Gardena CA 11/2023 04/2024
H&R Block Gardena CA 11/2024 04/2025
H&R Block Gardena CA 11/2025 04/2026
  • 03/2002 → Present
    Primerica Financial Services
    Torrance, CA
  • 07/2001 → Present
    Eureka Business Management
    Gardena, CA
  • 08/2002 → Present
    Torrance, CA
  • 11/2023 → 04/2024
    H & R Block
    Gardena, CA
  • 11/2024 → 04/2025
    H&R Block
    Gardena, CA
  • 11/2025 → 04/2026
    H&R Block
    Gardena, CA
Other Businesses

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. H&R Block, Not investment related, Seasonal Tax Advisor, 12/2001 to Present.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-28
S63 Uniform Securities Agent State Law Examination 2002-11-21
  • S65 Uniform Investment Adviser Law Examination
    2020-09-28
  • S63 Uniform Securities Agent State Law Examination
    2002-11-21
Other Names
  • Kyoko Kay Matsushita

View on SEC IAPD

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