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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-02-06 |
Branch Locations
5602 Marquesas Cir Suiet 214-C, Sarasota, FL 34233 • United States
13545 Barrett Parkway Dr Ste 102, St Louis, MO 63021 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | St Louis | MO | 04/2025 | Present |
| Pfs Investments Inc. | St Louis | MO | 06/2025 | Present |
| R.D. Patt Enterprises | Bonne Terre | MO | 01/2003 | Present |
| Patt Rentals Llc | Bonne Terre | MO | 01/2005 | 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. Patt Rentals, LLC, Owner Of Equipment Rental Business, Not Investment Related, Bonne Terre, MO, President, 01/2000 To Present, 6 Hours A Month (0 Hours During Securities Trading Hours), R. D. Patt Enterprises, Owner Excavation Business, Not Investment Related, Bonne Terre, MO, President, 04/2003 To Present, 160 Hours A Month (20-25 Hours During Securities Trading Hours)., Patts Place, LLC, Co-Owner Of Campground Business, Not Investment Related, Bonne Terre, MO, Co-Owner, 01/2025 To Present, 4 Hours A Month (0 Hours During Securities Trading Hours). Patt Financial Services, LLC, Not Investment Related, Cadet, MO 63630, Nature of Business: Administrative and bookkeeping management, Position/Title: Owner, 01/2026 to Present, 2 hours per month (0 of hours per month during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-14 |
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