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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-11-29 |
Branch Locations
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. | Modesto | CA | 04/2017 | Present |
| Primerica Financial Services | Modesto | CA | 04/2013 | Present |
| Brenda Athletic Club | Turlock | CA | 10/2014 | 12/2018 |
| Enochs High School | Modesto | CA | 01/2017 | 06/2019 |
| Moddesto Junior College | Modesto | CA | 01/2017 | 01/2018 |
| Alcortez Refinishing | Turlock | CA | 04/2018 | 08/2018 |
| East Union High | Mantica | CA | 06/2018 | 12/2018 |
| The Camp Transformation Center | Modesto | CA | 07/2018 | 01/2019 |
| Lyft | San Francisco | CA | 10/2018 | 01/2021 |
| Delhi High School | Dehi | CA | 08/2019 | 06/2020 |
| Modesto Unified School District | Modesto | CA | 02/2020 | 06/2022 |
| Ceres Unified School | Ceres | CA | 02/2020 | Present |
| Turlock Unified School District | Turlock | CA | 02/2020 | Present |
| Sylvan Unified School District | Modesto | CA | 11/2020 | 06/2022 |
| Stanislaus County Office Of Education | Modesto | CA | 02/2020 | Present |
| San Juaquin County Office Of Education | Stockton | CA | 03/2020 | 12/2024 |
| Manteca Unified School District | Manteca | CA | 04/2021 | 06/2022 |
| Escalon Unified School District | Escalon | CA | 02/2024 | 05/2024 |
| Alcortez Refinishing | Modesto | CA | 04/2018 | 12/2018 |
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 | 2017-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-13 |
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