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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-27 |
| OK | RA | APPROVED | 2021-10-25 |
Branch Locations
13312 N Macarthur Blvd Ste C, Oklahoma City, OK 73142 • United States
Oklahoma City, OK • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Oklahoma City | OK | 03/1989 | Present |
| Primerica Financial Services | Oklahoma City | OK | 02/1991 | 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. HLM Properties, LLC, Not Investment Related, 13113 Rustic Ridge Ave Oklahoma City, OK 73142, Primerica Business Purposes, Co-Owner, April 2018 to Present, 1 hour per month (1 hour per month during securities trading hours), legal entity formed solely for Primerica business purposes. --McDown & Associates, Inc., Investment Related, 13113 Rustic Ridge Ave Oklahoma City, OK 73142, Primerica Business Purposes, Owner, October 2010 to Present, 160 hours per month (140 hours per month during securities trading hours), legal entity formed solely for Primerica business purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 1989-05-05 |
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