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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2021-08-09 |
Branch Locations
303 N Glenoaks Blvd Ste M195G, Burbank, CA 91502 • United States
2147 Priest Bridge Dr Ste 1, Crofton, MD 21114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dynamic Encounters | Verdugo City | CA | 03/2000 | Present |
| Pfs Investments Inc. | Crofton | MD | 04/2003 | Present |
| Primerica Financial Services | Crofton | MD | 01/2002 | Present |
| Arbonne | Irvine | CA | 07/2016 | 09/2019 |
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. 01/2012 - Present, Self-employed as instructor for pre-licensing classes for PFS agents (only). 09/2018 - Present, Personal activity, Author.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2003-04-22 |
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