Best Investors
Account
Sign in
1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2013-02-07 |
Branch Locations
7666 E 61St St Ste 100-A, Tulsa, OK 74133 • United States
Tulsa, OK • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Tulsa | OK | 05/2005 | Present |
| Pfs Investments Inc. | Tulsa | OK | 08/2005 | 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. The Uncommon Movement LLC., Investment related, Tulsa, OK 74133, Nature of Business (Primerica Business Purposes), Position/Title (Owner), Start Date (2/24/2021) to Present, 160 hours committed per month (140 hours during securities trading hours), Legal entity formed solely for Primerica business purposes. Nehring & Co LLC., Not investment related, Tulsa, OK 74137, Family management company, Owner, 09/17/2021 to Present, 2 hours committed per month (0 hours during securities trading hours) Uncommon Grounds LLC., Not investment related, Non-Operational, Owner/Ownership, 0 hours committed per month, (0 hours during securities trading hours). Rick Lorenz Construction Inc., Not investment related, Enid, OK 73701, 25% Owner, 02/2026 to Present, 1 hour committed per month (0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-20 |
Reach out to this advisor