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Current Employers
Pfs Investments Inc.

1 Primerica Parkway, Duluth, GA 30099-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2024-09-19
  • OK RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 04/2024 → Present
    Edmond, OK
  • 07/2023 → 02/2025
    Belger Cartage Svs
    Oklahoma City, OK
  • 01/2023 → 07/2023
    S And M Crane Svs
    Midland, TX
  • 10/2021 → 01/2023
    Circle 8 Crane Svs
    Odessa, TX
  • 06/2021 → 10/2021
    Oregon Truss Co
    Dayton, OR
  • 01/2021 → 06/2021
    Vernam Crane Svs
    Redmond, OR
  • 01/2020 → 01/2021
    Peacock Tavern
    Corvallis, OR
  • 12/2016 → 12/2019
    Boeing Saudi Arabia
    Riyadh, Ksa
  • 02/2015 → 12/2016
    Cae
    Tampa, FL
  • 02/2025 → Present
    Loe Financial Group
    Edmond, OK
  • 01/2025 → Present
    Allegiance Crane
    Odessa, TX
  • 06/2026 → Present
    Titus Crane Service
    Midland, TX
  • 09/1987 → Present
    Primerica Financial Services
    Edmond, OK
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-31
S63 Uniform Securities Agent State Law Examination 2024-06-29
  • S65 Uniform Investment Adviser Law Examination
    2024-08-31
  • S63 Uniform Securities Agent State Law Examination
    2024-06-29

View on SEC IAPD

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