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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
16225 Park Ten Place Ste 105-C, Houston, TX 77084 • United States
65-1204 Lindsey Rd Ste 2B, Kamuela, HI 96743 • United States
Hilo, HI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Kamuela | HI | 04/2014 | Present |
| Primerica Financial Services | Kamuela | HI | 07/2013 | Present |
| Musika Llc | New York | NY | 05/2013 | 09/2016 |
| Take Lessons | San Diego | CA | 03/2011 | 09/2016 |
| Carlsbad Community Church | Carlsbad | CA | 09/2001 | 09/2016 |
| Primerica | Hilo | HI | 04/2024 | 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. Self employed, Not Investment Related, Hilo, HI 96720, Guitar player, 01/2023 to present, 3 hours committed per month, (0 hours during securities trading hours. Uber, (1099), Not Investment Related, Hilo, HI 96720, Driver, 04/2024 to present, 100 hours committed per month, 2 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-16 |
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