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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-12-14 |
| TX | RA | APPROVED | 2022-12-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citibank, Na | Tustin Ranch | CA | 09/2013 | 01/2017 |
| Pfs Investment Inc. | Sacramento | CA | 06/2021 | 10/2021 |
| Primerica Financial Services | Sacramento | CA | 03/2021 | 10/2021 |
| Bank Of America, N.A. | Sacramento | CA | 12/2019 | Present |
| Us Bank | Arcadia | CA | 03/2017 | 08/2019 |
| U.S. Bancorp Investments, Inc. | Arcadia | CA | 03/2017 | 08/2019 |
| Unemployed | Walnut | CA | 09/2019 | 11/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sacramento | CA | 04/2022 | 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 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 | 2022-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-13 |
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