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Advisor at PRIMERICA ADVISORS
CONCORD, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| PRIMERICA ADVISORS | National bd RIA | Jul 10, 2026 | n/a | yes | CONCORD, CA | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Oct 1, 2012 | May 13, 2026 | no | MANTECA, CA|MANTECA, CA|MANTECA, CA|MODESTO, CA|MODESTO, CA|TRACY, CA|LATHROP, CA|TRACY, CA|TRACY, CA|LATHROP, CA|TRACY, CA|TRACY, CA|TRACY, CA|STOCKTON, CA | Previous registration |
| CHASE INVESTMENT SERVICES CORP. | Former SEC adviser | Aug 16, 2012 | Oct 1, 2012 | no | TURLOCK, CA|MANTECA, CA|MANTECA, CA|MANTECA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | PRIMERICA ADVISORS | May 13, 2026 | Jul 10, 2026 | 58 | Firm change | Wirehouse to ibd |
| CHASE INVESTMENT SERVICES CORP. | J.P. MORGAN SECURITIES LLC | Oct 1, 2012 | Oct 1, 2012 | 0 | Bulk transfer | Other |