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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-02-26 |
| KS | RA | APPROVED | 2019-08-05 |
Branch Locations
515 S Main St Suite 109-A, Wichita, KS 67202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Wichita | KS | 02/2002 | Present |
| The Boeing Company | Wichita | KS | 02/1996 | 04/2019 |
| Pfs Investments Inc | Wichita | KS | 08/2002 | Present |
| The Boeing Company | Chicago | IL | 02/1990 | 04/2019 |
| Pfsu | Duluth | GA | 02/2020 | 01/2026 |
| Loe Financial Group | Wichita | KS | 04/2021 | Present |
| Searchpros | Sacramento | CA | 05/2021 | Present |
Sales of investment-related products, part-time or full time, for companies affiliated with PFS Investments, Inc. As of 04/15/2021 these sales activities will be conducted under the D/B/A name of Loe Financial Group. 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2002-09-17 |
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