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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-15 |
| CA | RA | APPROVED | 2018-07-16 |
Branch Locations
303 N Glenoaks Blvd Ste M195-B, Burbank, CA 91502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Burbank | CA | 08/2009 | Present |
| Primerica Financial Services | Burbank | CA | 02/2009 | Present |
| Oracle Corporation | El Segundo | CA | 05/2010 | 06/2017 |
| Unemployed | Altadena | CA | 07/2017 | 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-12 |
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