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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-03-01 |
Branch Locations
160 Guthrie Lane Suite 7B, Brentwood, CA 94513 • United States
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 |
|---|---|---|---|---|
| Primerica Financial Services | Brentwood | CA | 03/2017 | Present |
| Pfs Investments Inc | Brentwood | CA | 08/2017 | Present |
| Knowledge Lake | St Louis | MO | 05/2011 | 04/2017 |
| Internal Revenue Service | Oakland | CA | 11/2017 | Present |
| In Home Supportive Services | Oakland | CA | 04/2018 | 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. ASEA, 1488 West Pleasant View Drive, Pleasant Grove, UT 84062, Not Investment Related, ASEA is a wellness company, its product ASEA redox is a dietary supplement, 07/2022 to present, 4 hours per month (0 hours per month during securities trading hours)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-31 |
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