Best Investors
Account
Sign in
Best Investors
Account
Sign in
1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-12-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Riverside | CA | 06/2015 | Present |
| Primerica Financial Services | Riverside | CA | 01/2015 | 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. Iron Rock Holdings, LLC, Investment Related, 525 Technology Court, Ste. 103, Riverside, CA, 92507, Primerica Business Purposes, Securities Training Manager, 04/2016 to Present, 160 hours per month (160 hours per month during securities trading hours), legal entity formed solely for Primerica business. Kona Butterflyz, Investment Related, Nuevo, CA 92567, Owner, Tutor, 11/2019 to Present, 120 hours per month (90-120 hours per month during securities trading hours), offers ADHD coaching and tutoring for securities licensing exam preparation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-11 |
Reach out to this advisor