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Current Employers
Pfs Investments Inc.

1 Primerica Parkway, Duluth, GA 30099-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-11-14
  • CA RA
    APPROVED
    Since 2024-11-14

Branch Locations

2156 Mcculloch Blvd N Unit 11B, Lake Havasu City, AZ 86403 • United States

721 Nevada St Ste 301-C, Redlands, CA 92373 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pfs Investments Inc. Redlands CA 05/2018 Present
Primerica Financial Services Redlands CA 10/2016 Present
Homemaker Riverside CA 08/2006 09/2023
Jurupa Unified Riverside CA 09/2023 01/2024
Riverside Unified Riverside CA 11/2023 01/2024
Val Verde Unified School District Perris CA 01/2024 Present
  • 05/2018 → Present
    Redlands, CA
  • 10/2016 → Present
    Primerica Financial Services
    Redlands, CA
  • 08/2006 → 09/2023
    Homemaker
    Riverside, CA
  • 09/2023 → 01/2024
    Jurupa Unified
    Riverside, CA
  • 11/2023 → 01/2024
    Riverside Unified
    Riverside, CA
  • 01/2024 → Present
    Val Verde Unified School District
    Perris, CA
Other Businesses

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. Manhattan Fashion Magazine, Not Investment Related, Brooklyn, New York 11218, Advertising Assistant, 10/2018 to present, 10 hours committed per month. Trilivy (Formerly Take Shape for Life/Optavia), Not investment related, Riverside, CA 92508, Health Coach (1099), 09/2013 to Present, 3 hours committed per month (0 hours during securities trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-12
S63 Uniform Securities Agent State Law Examination 2018-04-03
  • S65 Uniform Investment Adviser Law Examination
    2024-10-12
  • S63 Uniform Securities Agent State Law Examination
    2018-04-03
Other Names
  • Kimberly Fong Pendleton
  • Kimberly Fong

View on SEC IAPD

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