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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
2500 Old Crow Canyon Rd Ste 524-A, San Ramon, CA 94583 • United States
Danville, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | San Ramon | CA | 03/2002 | Present |
| Pfs Investments Inc | San Ramon | CA | 03/2003 | 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. Osteostrong - Franchise Owner - 04/2018-Present - Not Investment Related - Houston, Tx Extreme Healthy Lifestyle, LLC (DBA Osteostrong) - Franchise Owner - 03/2018-Present - Dublin, Ca - Not Investment Related, Up To 20 Hours Per Month Normally Outside of Securities Trading Hours Mustang Soccer, Not Investment Related, Danville, Ca 94506, Soccer Referee (1099), 8 Hours Committed Per Month (0 Hours During Securities Trading Hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 2003-09-30 |
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