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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-26 |
Branch Locations
2245 W University Dr Ste 4-J, Tempe, AZ 85281 • United States
3 Hangar Way Suite B, Watsonville, CA 95076 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Watsonville | CA | 07/2020 | Present |
| Pfs Investments Inc. | Watsonville | CA | 09/2023 | Present |
| Unemployed | San Jose | CA | 06/2023 | 09/2023 |
| Santa Clara University | Santa Clara | CA | 09/2022 | 06/2023 |
| Andersen | San Francisco | CA | 06/2022 | 08/2022 |
| Santa Clara University | Santa Clara | CA | 09/2021 | 06/2022 |
| Pizza Antica | San Jose | CA | 07/2021 | 12/2021 |
| Santa Clara University | Santa Clara | CA | 09/2020 | 06/2021 |
| Santa Clara University | Santa Clara | CA | 09/2019 | 06/2020 |
| Santa Clara University | Santa Clara | CA | 07/2019 | 02/2020 |
| Bellarmine College Preparatory | San Jose | CA | 08/2018 | 05/2019 |
| Bellarmine College Preparatory | San Jose | CA | 08/2017 | 05/2018 |
| Bellarmine College Preparatory | San Jose | CA | 08/2016 | 05/2017 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-09 |
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