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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-31 |
| OK | RA | APPROVED | 2011-07-29 |
Branch Locations
5712 Nw 132Nd St Ste 2, 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 |
|---|---|---|---|---|
| Primerica Financial Services | Oklahoma City | OK | 04/2001 | Present |
| Pfs Investments Inc. | Oklahoma City | OK | 06/2001 | 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. Hughes International USA, Inc., Investment Related, Oklahoma City OK 73142, Nature of Business (Primerica Business Purposes), Position/Title (Partner), Start Date (10/20/2005) to Present,160 hours per month (88 of hours per month during securities trading hours), Legal entity formed solely for Primerica business purposes. No Agenda LLC., Not investment related, Oklahoma City, OK 73142, Nature of Business: This LLC was created for legal purposes for the purchase of a lake house between two couples, Position/Title: Managing Member, 04/2026 to Present, 0 hours committed per month (0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-26 |
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