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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-10 |
Branch Locations
337 N Vineyard Ave Suite 100-C, Ontario, CA 91764 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Ontario | CA | 05/2021 | Present |
| Pfs Investments Inc. | Ontario | CA | 02/2024 | Present |
| Corkys | Corona | CA | 03/2023 | 08/2023 |
| Mifflin Dunder Inc | Orange | CA | 08/2022 | 11/2023 |
| Unemployed | Corona | CA | 03/2022 | 08/2022 |
| Invitation Homes Realty | Pasadena | CA | 09/2017 | 03/2022 |
| First Team Real Estate | Irvine | CA | 09/2015 | 08/2017 |
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. Uber Eats, Not Investment Related, San Francisco CA, Independent Food/Grocery Delivery Driver, 08/20223 - Present, 80 hours about 18 hours weekly (80 hours about18 hours weekly during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-11 |
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