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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-08 |
Branch Locations
28410 Avenue Stanford Ste B, Santa Clarita, CA 91355 • United States
2101 Vista Pkwy Ste 283, West Palm Beach, FL 33411 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Santa Clarita | CA | 04/2015 | Present |
| Primerica Financial Services | Santa Clarita | CA | 03/2006 | Present |
| Soccer Shots | Jacksonville | FL | 04/2022 | 09/2024 |
| Elevo | San Diego | CA | 10/2024 | 02/2026 |
| Sulphur Springs School District | Santa Clarita | CA | 02/2026 | 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-27 |
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