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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-06-29 |
Branch Locations
5041 La Mart Drive Suite 110, Riverside, CA 92506 • United States
111 Bailey Dr Ste 1, Niceville, FL 32578 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clear & Natural Water | Colton | CA | 07/1998 | 12/2017 |
| Holmes & Associates Tax Preparation | Colton | CA | 01/2002 | Present |
| Hd Vest | Colton | CA | 01/2003 | 10/2018 |
| Hd Vest Advisory Services | Redlands | CA | 01/2016 | 10/2018 |
| Turbo Tax Ta | Redlands | CA | 12/2016 | Present |
| Primerica Financial Services | Niceville | FL | 10/2018 | Present |
| Pfs Investments Inc. | Niceville | FL | 01/2019 | Present |
| Jdatsg | Niceville | FL | 12/2021 | 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. Harry H. Holmes & Associates Co., Inc., Owner, Not Investment Related, Redlands, CA, 5/2004-Present Holmes Ice Company LLC, Owner, Not Investment Related, Redlands, CA, 5/2013-Present Self-Employed Real Estate Broker, Not Investment Related, 5/2008-Present Owner of 2 rental properties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-18 |
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