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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-02-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Burbank | CA | 04/2017 | Present |
| Primerica Financial Services | Burbank | CA | 06/2012 | Present |
| The Ymca | Los Angeles | CA | 12/2015 | 10/2017 |
| Groundworks Campaign, Inc. | Los Angeles | CA | 09/2016 | 11/2016 |
| North Valley Ymca | Porter Ranch | CA | 10/2017 | 06/2019 |
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. 08/2020, to Present, Baby Booomers in Home Companions, non investment related, 30477 Cinnamon Teal Dr., Canyon CLke, CA 92587, Partner, 40 hours per month (2 hours per month during securities trading hour).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-13 |
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