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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-18 |
Branch Locations
2101 Vista Pkwy Ste 283, West Palm Beach, FL 33411 • United States
28410 Avenue Stanford Ste B, Santa Clarita, CA 91355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Santa Clarita | CA | 07/2017 | Present |
| Pfs Investments Inc. | Santa Clarita | CA | 10/2017 | Present |
| Chase Bank | Lancaster | CA | 07/2014 | 04/2018 |
| Intuit | Mountain View | CA | 01/2020 | Present |
| Ilead Ca | Acton | CA | 10/2019 | 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. --02/2018 - PRESENT: BUSINESS SAVVY 365 ; OWNER/ACCOUNTING & TAX PREPARATION.--
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-16 |
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