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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2014-05-02 |
Branch Locations
26050 Acero Ste 413, Mission Viejo, CA 92691 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Mission Viejo | CA | 03/2005 | Present |
| Pfs Investments Inc. | Mission Viejo | CA | 06/2005 | 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. Assistant with Bonne Sante Salad Master. End date 08/01/2012 Sheryl Fielder - Rental properties (storefront properties) - Investment Related. Operation Community Cares, Non-Investment Related, Cucamonga, CA , Board of Directors,08/2021 to Present, 6 hours per month, zero during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-05 |
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