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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-30 |
Branch Locations
690 Otay Lakes Road Ste 105-A, Chula Vista, CA 91910 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Chula Vista | CA | 07/2019 | Present |
| Primerica Financial Services | Chula Vista | CA | 02/2018 | Present |
| Us Navy | San Diego | CA | 07/2012 | 05/2019 |
| Ajm Packaging Corporation | Cajon | CA | 10/2021 | 06/2022 |
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. Lifestyle Philosophy- fictitious business name, non Investment related, 625 Sea Vale St., Chula Vista, CA 91910, owner, 8/2019 to present, 0 hours per month 0 hours per month during securities trading hours, motivational physical fitness. Instacart, not Investment related, San Francisco, CA 94105, shopper 1099, 12/2022 to present, 120 hours committed per month 120 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-06 |
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