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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-10 |
Branch Locations
1800 Sutter St Suite 500-A, Concord, CA 94520 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Turlock | CA | 10/2009 | 01/2018 |
| J.P. Morgan Securities Llc | Manteca | CA | 10/2012 | 05/2026 |
| Jpmorgan Chase Bank, N.A. | Tracy | CA | 01/2018 | 05/2026 |
| Primerica Financial Services | Concord | CA | 05/2026 | Present |
| Pfs Investments Inc. | Concord | CA | 06/2026 | 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 2009-11-10 |
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