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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2022-11-16 |
Branch Locations
174 S Guadalupe St.A Ste. 200, San Marcos, TX 78666-5567 • United States
5712 Nw 132Nd St Ste 2, Oklahoma City, OK 73142 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Oklahoma City | OK | 02/2020 | Present |
| Primerica Financial Services | Oklahoma City | OK | 10/2017 | Present |
| Farmers Insurance | Oklahoma City | OK | 10/2005 | 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-10 |
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