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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-14 |
Branch Locations
100 S Ola Vista Ste F, San Clemente, CA 92672 • United States
15270 W Brookside Ln Ste 121, Surprise, AZ 85374 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | San Clemente | CA | 12/2016 | Present |
| Primerica Financial Services | San Clemente | CA | 05/2005 | Present |
| San Bernardino County Sheriff's Department | San Bernardino | CA | 07/2008 | 10/2018 |
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 | 2020-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-04 |
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