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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-03-10 |
Branch Locations
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 | Salinas | CA | 08/2009 | Present |
| Primerica Financial Services | Salinas | CA | 02/2007 | 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. Aura Pros, LLC, Non-Investment Related, Salinas, CA 93905, Nature of Business: Audio video services and integration, Position/Title: Partner, 9/1/2020 to Present, 80 hours per month (80 hours per month during securities trading hours). Matt Ring Music, Started 08/05, Musician for Hire, San Jose, CA. Uber Inc., San Jose, CA, Driver, 01/2005 to Present. South Bay School of Nursing, San Jose, CA, CPR Instructor, 11/2018 to Present. Nelson Productions Inc., Not investment related, San Jose, CA 95129, Nature of Business: Event production services and equipment rentals, Position/Title: Owner, 100 hours committed per month (60 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-03 |
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