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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-09-19 |
Branch Locations
515 S Main St #109, Wichita, KS 67202 • United States
609 S Kelly Ave Ste B-1-B, Edmond, OK 73003 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Edmond | OK | 04/2024 | Present |
| Belger Cartage Svs | Oklahoma City | OK | 07/2023 | 02/2025 |
| S And M Crane Svs | Midland | TX | 01/2023 | 07/2023 |
| Circle 8 Crane Svs | Odessa | TX | 10/2021 | 01/2023 |
| Oregon Truss Co | Dayton | OR | 06/2021 | 10/2021 |
| Vernam Crane Svs | Redmond | OR | 01/2021 | 06/2021 |
| Peacock Tavern | Corvallis | OR | 01/2020 | 01/2021 |
| Boeing Saudi Arabia | Riyadh, Ksa | 12/2016 | 12/2019 | |
| Cae | Tampa | FL | 02/2015 | 12/2016 |
| Loe Financial Group | Edmond | OK | 02/2025 | Present |
| Allegiance Crane | Odessa | TX | 01/2025 | Present |
| Titus Crane Service | Midland | TX | 06/2026 | Present |
| Primerica Financial Services | Edmond | OK | 09/1987 | Present |
Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. As of 02/13/2025 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-29 |
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