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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-25 |
Branch Locations
690 Otay Lakes Road Ste 105-A, Chula Vista, CA 91910 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | San Diego | CA | 10/1999 | 12/2016 |
| Primerica Financial Services | Chula Vista | CA | 05/1999 | Present |
| University Of Redlands | Redlands | CA | 07/2020 | 09/2023 |
| Unemployed | Moreno Valley | CA | 12/2019 | 07/2020 |
| Morongo Casino Resort And Spa | Cabazon | CA | 05/2012 | 12/2019 |
| Pfs Investments Inc. | Chula Vista | CA | 03/2024 | 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-14 |
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