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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-07-23 |
Branch Locations
2156 Mcculloch Blvd N Unit 11B, Lake Havasu City, AZ 86403 • United States
721 Nevada St Ste 301-C, Redlands, CA 92373 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Redlands | CA | 01/2022 | Present |
| Pfs Investments Inc. | Redlands | CA | 11/2023 | Present |
| San Bernardino Medical Orthopaedic Group | Redlands | CA | 12/2021 | Present |
| Unemployed | Redlands | CA | 06/2021 | 11/2021 |
| Crafton Hills College | Yucaipa | CA | 08/2020 | 05/2021 |
| Tax And Bookkeeping Solutions | San Bernardino | CA | 12/2019 | 08/2020 |
| Crafton Hills College | Yucaipa | CA | 08/2019 | 12/2019 |
| Unemployed | Redlands | CA | 10/2018 | 07/2019 |
| Tax And Bookkeeping Solutions | San Bernardino | CA | 02/2018 | 09/2018 |
| Unemployed | Redlands | CA | 07/2017 | 01/2018 |
| La Sierra University | Riverside | CA | 09/2015 | 06/2017 |
| La Sierra University | Riverside | CA | 09/2013 | 06/2017 |
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 | 2024-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-23 |
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