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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-07-23
  • CA RA
    APPROVED
    Since 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

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
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
  • 01/2022 → Present
    Primerica Financial Services
    Redlands, CA
  • 11/2023 → Present
    Redlands, CA
  • 12/2021 → Present
    San Bernardino Medical Orthopaedic Group
    Redlands, CA
  • 06/2021 → 11/2021
    Unemployed
    Redlands, CA
  • 08/2020 → 05/2021
    Crafton Hills College
    Yucaipa, CA
  • 12/2019 → 08/2020
    Tax And Bookkeeping Solutions
    San Bernardino, CA
  • 08/2019 → 12/2019
    Crafton Hills College
    Yucaipa, CA
  • 10/2018 → 07/2019
    Unemployed
    Redlands, CA
  • 02/2018 → 09/2018
    Tax And Bookkeeping Solutions
    San Bernardino, CA
  • 07/2017 → 01/2018
    Unemployed
    Redlands, CA
  • 09/2015 → 06/2017
    La Sierra University
    Riverside, CA
  • 09/2013 → 06/2017
    La Sierra University
    Riverside, CA
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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-07
S63 Uniform Securities Agent State Law Examination 2023-12-23
  • S65 Uniform Investment Adviser Law Examination
    2024-07-07
  • S63 Uniform Securities Agent State Law Examination
    2023-12-23
Other Names
  • Katrina Hatter

View on SEC IAPD

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