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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-26 |
| KS | RA | APPROVED | 2017-05-10 |
Branch Locations
515 S Main St Suite 109-A, Wichita, KS 67202 • United States
Wichita, KS • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Wichita | KS | 05/1990 | Present |
| Primerica Financial Services | Wichita | KS | 02/1991 | Present |
| Loe Financial Group | Wichita | KS | 12/2020 | Present |
Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. As of 12/17/2020 these sales activities will be conducted under the D/B/A of Loe Financial Group. 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. Oliphant Legacy, Inc., Investment Related, 1902 W Douglas Ave Wichita, KS 67203, Primerica Business Purposes, President, September 2008 to Present, 200 hours per month (160 hours per month during securities trading hours), legal entity formed solely for Primerica business purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 1990-10-22 |
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