Best Investors
Account
Sign in
Best Investors
Account
Sign in
1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-01-01 |
Branch Locations
7666 E 61St St Ste 100-E, Tulsa, OK 74133 • United States
Broken Arrow, OK • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Tulsa | OK | 06/2004 | Present |
| Pfs Investments Inc. | Tulsa | OK | 03/2005 | 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. Livefire, LLC., Not investment related, Bixby, OK 74008, Nature of Business: Technology used for firearms training, Passive Partner (Member), 06/30/2019 to Present, 0 hours committed per month (0 hours during securities trading hours). A New Way, Partner/Co-Owner, 08/2014 to Present.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-27 |
Reach out to this advisor