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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APP_PEND_IARCE 2026-01-01
  • OK RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

609 S Kelly Ave Ste B-1-B, Edmond, OK 73003 • United States

Edmond, 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
Pfs Investments Inc. Edmond OK 08/2020 Present
Primerica Financial Services Edmond OK 03/2020 Present
Environmental Testing, Inc. Oklahoma City OK 01/2015 05/2023
  • 08/2020 → Present
    Edmond, OK
  • 03/2020 → Present
    Primerica Financial Services
    Edmond, OK
  • 01/2015 → 05/2023
    Environmental Testing, Inc.
    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. BNI, Not investment related, Edmond, OK 73003, VP, 12/2023 to Present, 4 hours committed per month (4 hours during securities trading hours). Environmental Testing, Inc., Not investment related, Oklahoma City, OK 73118, Independent Contractor (1099), 05/2023 to Present, 8-16 hours committed per month (8-16 hours during securities trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-23
S63 Uniform Securities Agent State Law Examination 2020-09-22
  • S65 Uniform Investment Adviser Law Examination
    2022-07-23
  • S63 Uniform Securities Agent State Law Examination
    2020-09-22

View on SEC IAPD

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