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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-07 |
| TX | RA | APPROVED_RES | 2023-08-25 |
Branch Locations
4650 Arrow Hwy Suite A-1, Montclair, CA 91763 • United States
Pomona, 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 | West Covina | CA | 03/2010 | 12/2021 |
| Primerica Financial Services | Montclair | CA | 02/2008 | Present |
| Pfs Investments Inc. | Montclair | CA | 01/2023 | Present |
| Unemployed | Pomona | CA | 12/2021 | 09/2022 |
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 | 2018-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2010-06-23 |
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