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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-04-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Redlands | CA | 01/2013 | Present |
| San Bernardino Unified School District | San Bernardino | CA | 10/2012 | 01/2018 |
| Primerica Financial Services | Redlands | CA | 08/2012 | Present |
| Computer Tax Service | Redlands | CA | 12/2010 | Present |
| Redlands Unified School | Redlands | CA | 03/2013 | 12/2016 |
| Amf Inc | Redlands | CA | 12/2016 | 02/2026 |
| San Bernardino City Unified School | San Bernardino | CA | 01/2018 | Present |
| San Bernardino Community College District | San Bernardino | CA | 06/2018 | 08/2025 |
| San Bernardino Valley College | San Bernardino | CA | 04/2026 | 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. Computer Tax Service - Family Owned Tax Preparation Service. Always Moving Forward, Inc., Investment Related, 1235 Indiana Ct Ste 114 Redlands, CA 92374, Primerica Business Purposes, Office Assistant, 12/2016 Present, 7 hours per month (0 hours per month during securities trading hours), Office Assistant for legal entity formed solely for Primerica business purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2013-02-05 |
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