Best Investors Account Sign in
Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2016-05-13
  • OK RA
    APPROVED
    Since 2016-05-13

Branch Locations

14601 E 88Th Pl N Ste 306, Owasso, OK 74055 • United States

Owasso, OK • 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
Primerica Financial Services Owasso OK 05/2000 Present
Pfs Investments Inc. Owasso OK 12/2001 Present
  • 05/2000 → Present
    Primerica Financial Services
    Owasso, OK
  • 12/2001 → Present
    Owasso, OK
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. Hass & Associates, LLC, Investment Related, 14601 E 88th Place N, Ste 306, Owasso, OK 74055, Primerica Business Purposes, Owner, December 2008 to Present, 160 hours per month (140 hours per month during securities trading hours), legal entity formed solely for Primerica business purposes. Dominate Diversity, Inc. - Owner - Not investment Related - 09/2017-Present - Owasso, Ok 04/2021-Present, Tulsa Basketball Academy LLC, Co-Owner,1035 E. 94th Ct N, Owasso, Ok 74055, Spends 24 Hours Per Month on Outside Business, (Spends 0 Hours Per Month on Outside Business During Trading Hours)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-04-26
S63 Uniform Securities Agent State Law Examination 2003-12-15
  • S65 Uniform Investment Adviser Law Examination
    2016-04-26
  • S63 Uniform Securities Agent State Law Examination
    2003-12-15

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Owasso, OK

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor