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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-10-31 |
Branch Locations
2156 Mcculloch Blvd N Unit 11B, Lake Havasu City, AZ 86403 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Primerica Financial Services | Redlands | CA | 03/2014 | Present |
| Pfs Investments Inc. | Redlands | CA | 08/2014 | 04/2023 |
| Pfs Investments Inc. | Redlands | CA | 09/2023 | Present |
| California Life Properties | Redlands | CA | 11/2021 | 06/2024 |
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. Real, Not investment related, Newark, CA 94560, Broker Associate (1099), 07/2024 to Present, 80 hours committed per month (10 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-27 |
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