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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-07-22 |
Branch Locations
1855 Chicago Ave Suite C-1, Riverside, CA 92507 • United States
Riverside, CA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Riverside | CA | 09/1994 | Present |
| Pfs Investments Inc. | Riverside | CA | 04/1995 | 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. Ace Tax Services - Partner/Tax Preparer With Daughter - Start Date 04/2015 to Present. Ace Financial Solutions, Inc., Investment Related, 11547 Trailway Dr Riverside, CA 92505, Primerica Business Purposes, Owner, December 2017 to Present, 160 hours per month (120 hours per month during securities trading hours), legal entity formed solely for Primerica business purposes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-27 |
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