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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-28 |
| CA | RA | APPROVED | 2026-07-27 |
Branch Locations
655 W Broadway 12Th Fl , San Diego, CA 92101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | San Diego | CA | 12/2006 | 07/2026 |
| Primerica Financial Services | San Diego | CA | 12/2005 | 07/2026 |
| Cetera Investment Services Llc | St Cloud | MN | 07/2026 | Present |
| Cetera Investment Advisers | Schaumburg | IL | 07/2026 | Present |
PRIMERICA MORTGAGE LLC, 1ST AND 2ND LIEN MORTGAGES, 1/HR/WK; CHAPLIN FINANCIAL GROUP, PASS THROUGH INCOME FROM LEGACY BOOK OF BUSINESS, 100% OWNER, 0/HOURS/WK.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-26 |
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