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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-21
  • CA RA
    APPROVED
    Since 2025-01-21

Branch Locations

1535 E Shaw Ave Ste 105, Fresno, CA 93710 • United States

303 N Glenoaks Blvd Ste M195G, Burbank, CA 91502 • 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 Fresno CA 01/1999 Present
Pfs Investments Inc Burbank CA 11/1999 08/2018
Pfs Investments Inc. Fresno CA 02/2019 Present
Central Casting Burbank CA 09/2009 Present
  • 01/1999 → Present
    Primerica Financial Services
    Fresno, CA
  • 11/1999 → 08/2018
    Burbank, CA
  • 02/2019 → Present
    Fresno, CA
  • 09/2009 → Present
    Central Casting
    Burbank, CA
Previous Registrations
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. Uber, started 10/2015 Rideshare Driver, part time, not investment related, Lyft, started 11/2015, Rideshare Driver, part time, not investment related. Church of The Foothills, started 01/2018, Council President, church management respond to alarms maintenance staffing and conflict resolution, part time, unpaid, non investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-05-05
S63 Uniform Securities Agent State Law Examination 2000-02-02
  • S65 Uniform Investment Adviser Law Examination
    2016-05-05
  • S63 Uniform Securities Agent State Law Examination
    2000-02-02

View on SEC IAPD

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