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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-01 |
Branch Locations
6990 Lake Ellenor Dr Ste 100, Orlando, FL 32809 • 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 | 06/2017 | Present |
| Pfs Investments Inc. | Santa Clarita | CA | 11/2017 | Present |
| Screen Actors Guild | Los Angeles | CA | 01/1999 | 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. 2SOL Productions, LLC., Not investment related, Santa Clarita, CA 91355, Nature: Television/Film production company, Owner, 12/2024 to Present, 80 hours committed per month (80 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-03 |
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