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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-09-10 |
Branch Locations
333 N Wilshire Ave Suite 201, Anaheim, CA 92801 • United States
Lakewood, 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 | Anaheim | CA | 09/2013 | Present |
| Biola University | La Mirada | CA | 09/2003 | Present |
| Cerritos Nazarene Church | Cerritos | CA | 05/1995 | Present |
| Primerica Financial Services | Anaheim | CA | 08/1984 | 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-07 |
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