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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Riverside | CA | 03/2015 | 10/2017 |
| Primerica Financial Services | Riverside | CA | 01/2013 | Present |
| Pfs Investments Inc. | Riverside | CA | 09/2023 | 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. Z & Z Enterprises Inc, Not Investment related, Riverside, California 92507, Owner/ Ownership, 09/2021 to present, (0 hours committed per month, (0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-10 |
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