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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-06 |
Branch Locations
3031 Tisch Way 110 Plaza West Suite 1053-C, San Jose, CA 95128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | San Jose | CA | 04/2004 | Present |
| Pfs Investments Inc. | San Jose | CA | 02/2005 | Present |
| The Bartlett Group Inc. | San Jose | CA | 10/2017 | 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. ADC Group - President; 02/09/2017 - Present; San Jose, Ca
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-10 |
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