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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-10-16 |
Branch Locations
535 Orchard Rd Ste C-1, Nipomo, CA 93444 • United States
470 Columbia Dr Ste B-101, West Palm Beach, FL 33409 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Nipomo | CA | 02/2015 | Present |
| Pfs Investments, Inc. | Nipomo | CA | 11/2015 | 12/2022 |
| San Luis Obispo County Sheriff'S Office | San Luis Obispo | CA | 09/2019 | 02/2023 |
| Pfs Investments Inc. | Nipomo | CA | 09/2023 | Present |
| San Luis Obispo County District Attorney | San Luis Obispo | CA | 02/2023 | Present |
| Pg&E | San Luis Obispo | CA | 08/2026 | 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 | 2016-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-07 |
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