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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2014-01-27
  • CA RA
    APPROVED
    Since 2014-01-27

Branch Locations

27247 Madison Ave Ste 118-B, Temecula, CA 92590 • United States

San Elemente, CA • 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
Pfs Investments Inc. Temecula CA 02/1987 Present
Primerica Financial Services Temecula CA 02/1991 Present
  • 02/1987 → Present
    Temecula, CA
  • 02/1991 → Present
    Primerica Financial Services
    Temecula, 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 2011-09-14
S63 Uniform Securities Agent State Law Examination 1987-07-07
  • S65 Uniform Investment Adviser Law Examination
    2011-09-14
  • S63 Uniform Securities Agent State Law Examination
    1987-07-07

View on SEC IAPD

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