Best Investors
Account
Sign in
Best Investors
Account
Sign in
1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2014-12-24 |
Branch Locations
35325 Date Palm Dr Suite 213, Cathedral City, CA 92234 • United States
Palm Springs, 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 |
|---|---|---|---|---|
| Pfs Investments Inc. | Cathedral City | CA | 03/2010 | Present |
| Primerica Financial Services | Cathedral City | CA | 03/2008 | Present |
| Tax Prep | Indio | CA | 02/2017 | 04/2017 |
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. Azucena Hinojosa-Diosdado, Not investment related, Palm Springs, CA 92264, Registered Tax Preparer/Ownership, 01/2024 to Present, 80 hours committed per month (0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-16 |
Reach out to this advisor