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 | 2025-01-03 |
| TX | RA | APPROVED | 2023-09-06 |
Branch Locations
4650 Arrow Hwy Suite A-1-A, Montclair, CA 91763 • United States
Rancho Cucamonga, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Montcair | CA | 12/2009 | Present |
| Primerica Financial Services | Montclair | CA | 01/2009 | Present |
| Bautista Family Clinic | Chilo | CA | 01/2003 | 03/2017 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-15 |
Reach out to this advisor