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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ftb | Sacramento | CA | 01/1992 | Present |
| Hd Vest Investment Securities | Sacramento | CA | 09/2002 | 10/2016 |
| Us Treasury / Irs | Sacramento | CA | 06/2010 | 07/2022 |
| Farmers Insurance | Folsom | CA | 10/2018 | 06/2019 |
| Farmers Financial Solutions | Folsom | CA | 10/2018 | 06/2019 |
| H.D. Vest Investment Securities, Inc. | Springs | CA | 10/2002 | 10/2016 |
| Pfs Investments Inc. | Auburn | CA | 06/2021 | Present |
| Primerica Financial Services | Auburn | CA | 12/1999 | Present |
| Hd Vest | Dallas | TX | 10/2002 | 10/2016 |
| Farmers Financial Solutions | Folsom | CA | 10/2017 | 06/2019 |
| Century 21 | El Dorado Hills | CA | 07/2018 | Present |
| Golden Gate University | San Francisco | CA | 09/2022 | Present |
| Sacramento State University | Sacramento | CA | 08/2024 | 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. Century 21, Real Estate Sales, Real Estate Agent, 06/2018 start, 3-4 hours/month mostly weekend hours, minimal activity at this time. Muller & Associates, Not investment related, Shingle Springs, CA 95682, Partner, 09/2023 to present, 20 hours committed per month (20 hours during securities trading hours), CPA handling tax prep and accounting.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-03-07 |
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