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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-11-19 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Warr Acres | OK | 08/2004 | Present |
| Pfs Investments Inc. | Moore | OK | 09/2018 | 06/2021 |
| Progrexion | Oklahoma City | OK | 03/2017 | 10/2018 |
| Pfs Investments Inc | Warr Acres | OK | 08/2022 | 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. SendaRide, Not investment related, 330 NW 10th, Oklahoma City, OK 73103, Date started; 11/2018, Position; Care Partner (1099), Nature Of Business; Non-emergency medical transportation. Taking people to and from appointments with door to door assistance if necessary. 80 hours committed per month (80 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-11 |
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