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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-19 |
| OK | RA | APPROVED | 2023-11-27 |
Branch Locations
5350 S Western Ave Suite 616-A, Oklahoma City, OK 73109 • United States
Oklahoma City, OK • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Oklahoma City | OK | 03/2017 | Present |
| Primerica Financial Services | Oklahoma City | OK | 05/2015 | Present |
| Rodan & Fields | San Francisco | CA | 05/2019 | 08/2025 |
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. Kate Adams & Associates, LLC, Investment Related, Moore, OK 73160, Primerica Business Purposes, Owner, 02/2018 to Present, 160 hours per month (120 hours per month during securities trading hours), Legal entity formed solely for Primerica business purposes. Resurrection Realty, LLC., Oklahoma City, OK, Owner, 09/2018 to Present. Freedom Awaits, Oklahoma City, OK 73170, Owner (1099), 10 hours committed per month (0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-24 |
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