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Talia Thepvongsa

Pfs Investments Inc.

Auburn, WA

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Current Employers
Pfs Investments Inc.

1 Primerica Parkway, Duluth, GA 30099-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-04-29
  • WA RA
    APPROVED
    Since 2025-04-29

Branch Locations

2020 A St Se Ste 105-I, Auburn, WA 98002 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Belief Agency Seattle WA 01/2020 08/2025
Creative Media Alliance Seattle WA 09/2017 01/2020
Washington Governors University Kent WA 06/2015 10/2017
Stay At Home Mom Seattle WA 05/2014 08/2017
Pfs Investments Inc. Auburn WA 10/2023 Present
Primerica Financial Services Auburn WA 04/2023 Present
Belief Agency Seattle WA 10/2023 08/2025
  • 01/2020 → 08/2025
    Belief Agency
    Seattle, WA
  • 09/2017 → 01/2020
    Creative Media Alliance
    Seattle, WA
  • 06/2015 → 10/2017
    Washington Governors University
    Kent, WA
  • 05/2014 → 08/2017
    Stay At Home Mom
    Seattle, WA
  • 10/2023 → Present
    Auburn, WA
  • 04/2023 → Present
    Primerica Financial Services
    Auburn, WA
  • 10/2023 → 08/2025
    Belief Agency
    Seattle, WA
Other Businesses

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. HighTide Financial Advisors LLC, Investment Related, Ruston, WA 96407, Primerica Business Purposes, Owner, 8/2025 To Present, 0 Hours Per Month (0 Hours Per Month During Securities Trading Hours), Legal Entity Formed Solely For Primerica Business Purposes. Belief Agency, Not investment related, Seattle, WA 98121, Client Strategist (1099), 08/2025 to Present, 60 hours committed per month (40 hours during securities trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-03
S63 Uniform Securities Agent State Law Examination 2024-01-20
  • S65 Uniform Investment Adviser Law Examination
    2025-04-03
  • S63 Uniform Securities Agent State Law Examination
    2024-01-20
Other Names
  • Talia Ann Kvinge
  • Talia Ann Thepvongsa

View on SEC IAPD

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