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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-04-03 |
Branch Locations
1050 Crater Lake Ave Ste C, Medford, OR 97504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Medford | OR | 11/2023 | Present |
| Pfs Investments Inc. | Medford | OR | 02/2024 | Present |
| Independent Ins Broker | Umpqua | OR | 05/2023 | 11/2023 |
| Home Maker | Umpqua | OR | 09/2021 | 05/2023 |
| Monarch Custom Cabinets | Roserburg | OR | 05/2021 | 08/2021 |
| High Mountain Cabinets | Redding | CA | 08/2005 | 03/2021 |
| Independent Dealer Amsoil | Umpqua | OR | 04/2008 | Present |
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. Amsoil Synthetic Motor Oil (1099) - Not investment related. Umpqua, OR. Independent Contractor. 04/2007 to Present. 6-7 hours a month (0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-27 |
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