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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-10 |
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 |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Alviso | CA | 06/2017 | 12/2017 |
| Pfs, Inc | Springfield | VA | 10/2016 | 05/2017 |
| Transamerica Financial Advisors, Inc | San Jose | CA | 06/2018 | 02/2019 |
| World Financial Group, Inc. | San Jose | CA | 05/2017 | 02/2019 |
| Pfs Investments Inc. | Palo Alto | CA | 04/2019 | 12/2019 |
| Transamerica Financial Advisors, Inc | Alviso | CA | 04/2023 | 03/2024 |
| World Financial Group, Inc. | Alviso | CA | 08/2022 | 03/2024 |
| Delta Airlines | San Francisco | CA | 05/2015 | Present |
| Hlw & Jewsr Holdings Llc | Saratoga | CA | 10/2019 | Present |
| Apple | Santa Clara | CA | 08/2019 | 12/2022 |
| Pfs Investments Inc | Santa Clara | CA | 09/2020 | 08/2022 |
| Hongwei Medical Group | Cupertino | CA | 08/2017 | Present |
| Ssc International Medical Centers | San Jose | CA | 04/2017 | Present |
| Hl Acupuncture Clinic | San Jose | CA | 11/2022 | 08/2023 |
| Primerica Financial Servives | Santa Clara | CA | 03/2002 | Present |
| Pfs Investments Inc. | Santa Clara | CA | 04/2024 | 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. Hongwei Medical Group (1099) - Not investment related, San Jose, CA 95131, HR Manager, 03/2017 to Present, 10 hours a month (2 hours during securities trading hours). HL & Jewsr Holdings LLC (1099), Not investment related, Saratoga, CA 95070, Managing Member, 09/2020 to Present, 10 hours a month (0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-30 |
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