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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2017-09-22
  • OK RA
    APPROVED
    Since 2017-09-22

Branch Locations

609 S Kelly Ave Ste B-1-A, Edmond, OK 73003 • 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 Oklahoma City OK 04/2004 Present
Washington Public School Washington OK 08/1989 05/2021
Pfs Investments Inc. Oklahoma City OK 09/2004 Present
  • 04/2004 → Present
    Primerica Financial Services
    Oklahoma City, OK
  • 08/1989 → 05/2021
    Washington Public School
    Washington, OK
  • 09/2004 → Present
    Oklahoma City, 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. Unwind Properties LLC, Investment related, Goldsby, OK 73093, Nature of Business: Residential property holding company, Position/Title: Partner & Member, 07/2022 to Present, 1-2 hours committed per month (0 hours during securities trading hours). Goldsby Volunteer Fire Dept, Not investment related, Goldsby, OK 73093, Volunteer Firefighter, 04/2026 to Present, 6 hours committed per month (0 hours during securities trading hours). Weedknockers, LLC, Non-investment related , Yard Spraying Business, Washington, OK, 73093, Co-Owner, 2009 to Present, 8 Hours Per Month During Spring and Fall (0 Hours Per Month During Securities Trading Hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-09-05
S63 Uniform Securities Agent State Law Examination 2005-01-21
  • S65 Uniform Investment Adviser Law Examination
    2017-09-05
  • S63 Uniform Securities Agent State Law Examination
    2005-01-21

View on SEC IAPD

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