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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-08 |
Branch Locations
3031 Tisch Way 110 Plaza West Suite 1053, San Jose, CA 95128 • United States
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 |
|---|---|---|---|---|
| Primerica Financial Services | Burbank | CA | 03/2005 | Present |
| Community Memorial Hospital | Ventura | CA | 01/2003 | 08/2018 |
| Pfs Investments, Inc. | Burbank | CA | 08/2025 | Present |
| Instacart | Ventura | CA | 04/2019 | 08/2024 |
| Unemployed | Santa Paula | CA | 08/2024 | Present |
| Unemployed | Santa Paula | CA | 08/2018 | 04/2019 |
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. Ken Jacobsen Music/ Sonic Gravity Studio. Not investment related. Heavy Metal Guitar/Composing Music Studio. 26501 Torreypines Drive, Santa Clarita, CA 91321. Composer's assistant. Start date 11/2018 Partial time to part time business.8-16 hours a week. I clean the studio, keep up cable management, clean and maintain gear, help with routine business including selling of hardware, marketing, networking, assisting with editing and mixing, updating the systems. Currently assisting in the building of a new studio.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2025-11-07 |
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