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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-27 |
Branch Locations
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
1327 Post Ave Suite M, Torrance, CA 90501 • 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 |
|---|---|---|---|---|
| Pfs Investments Inc | Torrance | CA | 06/2008 | 08/2025 |
| Primerica Financial Services | Torrance | CA | 11/2007 | 08/2025 |
| Osaic Wealth | Scottsdale | AZ | 08/2025 | Present |
| Osaic Advisory Services | Atlanta | GA | 08/2025 | Present |
DOCUMENT STORAGE COMMAND CENTER POSITION: Owner NATURE: This will be an LLC INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 04/04/2026 ADDRESS: 500 W Broadway unit 417, Long Beach CA 90802, United States DESCRIPTION: Provide administrative support to clients. No investment advice is provided, no securities transactions are conducted through this activity. This will be a document organization service that complements but does not replace advisory services Document Storage and organization app No custody of assets I will use third party encrypted technology I do not directly store or access clients passwords I am not acting as a custodian It will be a standard tool such as LastPass
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-21 |
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