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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-12 |
Branch Locations
14772 Wicks Blvd, San Leandro, CA 94577 • United States
Napa, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Homemaker | Napa | CA | 06/2022 | Present |
| Primerica Financial Services | San Leandro | CA | 03/2000 | Present |
| Premier Research | Morrisville | NC | 10/2021 | 06/2022 |
| Synteract,Inc | Morrisville | NC | 09/2018 | 10/2021 |
| Pearlyhens Photography | Napa | CA | 05/2014 | 12/2018 |
| Freelance Contractor | Napa | CA | 05/2013 | 08/2018 |
| Quintiles,Inc | Durham | NC | 09/2004 | 04/2023 |
| Pfs Investments Inc. | San Leandro | CA | 10/2022 | 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. The Original Meet Me For Coffee Podcast, Not investment related, Napa, CA 94558, Creator/Host, 06/2016 to Present, 6 hours committed per month (0 hours during securities trading hours). Napa Valley Womens Business Network, Not Investment Related, Napa, CA 94558, Founder, 12/2024 to Present, 1-2 hours per month (1 hour during securities trading hours)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-02 |
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