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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-02 |
| TX | RA | APPROVED | 2024-05-08 |
Branch Locations
2153 N King St Ste 308, Honolulu, HI 96819 • United States
12614 Leffingwell Rd, Santa Fe Springs, CA 90670 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Santa Fe Springs | CA | 07/2023 | Present |
| Pfs Investments Inc. | Santa Fe Springs | CA | 11/2023 | Present |
| Alcon Vision | Fort Worth | TX | 07/2013 | 02/2025 |
| Neogenomics | Aliso Viejo | CA | 01/2025 | 03/2025 |
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 | 2024-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-17 |
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