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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2015-01-14 |
Branch Locations
1911 N Austin Ave Ste 300-A, Georgetown, TX 78626 • United States
40 N Altadena Dr #221, Pasadena, CA 91117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Pasadena | CA | 03/2014 | Present |
| Primerica Financial Services | Pasadena | CA | 03/2013 | Present |
| Pomona Diving Academy | Claremont | CA | 10/2018 | 12/2018 |
| Pomona College | Claremont | CA | 09/2018 | 12/2018 |
| Upland High School | Upland | CA | 04/2015 | Present |
| Amazon | Rialto | CA | 01/2021 | 10/2022 |
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 | 2014-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-03 |
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