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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-27 |
Branch Locations
4185 W Market St, York, PA 17408 • United States
3031 Tisch Way 110 Plaza West Suite 1053-B, San Jose, CA 95128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Milpitas Unified School District | Milpitas | CA | 08/2019 | Present |
| San Benito High School District | Hollister | CA | 08/2013 | 06/2019 |
| Primerica Financial Services | San Jose | CA | 04/2025 | Present |
| Pfs Investments Inc. | Richardson | TX | 05/2025 | 08/2025 |
| Pfs Investments Inc. | San Jose | CA | 10/2025 | 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. Besaga LLC, Partner, 01/2024 to Present, Owns/manages 5 residential rental properties, San Jose CA 95133, Investment related, 5-10 hours a month (0 hours during securities trading hours). Besato LLC, Partner, 03/2023 to Present, Owns/manages 4 residential rental properties, San Jose CA 95133, Investment related, 5-10 hours a month (0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2025-06-25 |
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