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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-24 |
Branch Locations
151 D Street Ste A, Upland, CA 91786 • United States
Fontana, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Upland | CA | 03/2016 | Present |
| Primerica Financial Services | Upland | CA | 10/2015 | Present |
| Hidden Oaks Retreat | Rancho Cucamonga | CA | 04/2017 | 03/2019 |
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. RPG Club, (1099), Not Investment Related, Dayton, Ohio 45431, Independent Contractor, 10/2023 to Present, 15 hours committed per month (1 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-09 |
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