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Current Employers
Pfs Investments Inc.

1 Primerica Parkway, Duluth, GA 30099-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-08
  • CA RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 03/2005 → Present
    Primerica Financial Services
    Burbank, CA
  • 01/2003 → 08/2018
    Community Memorial Hospital
    Ventura, CA
  • 08/2025 → Present
    Burbank, CA
  • 04/2019 → 08/2024
    Instacart
    Ventura, CA
  • 08/2024 → Present
    Unemployed
    Santa Paula, CA
  • 08/2018 → 04/2019
    Unemployed
    Santa Paula, CA
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-22
S63 Uniform Securities Agent State Law Examination 2025-11-07
  • S65 Uniform Investment Adviser Law Examination
    2026-06-22
  • S63 Uniform Securities Agent State Law Examination
    2025-11-07

View on SEC IAPD

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