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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-02-10 |
| KS | RA | APPROVED | 2012-07-17 |
Branch Locations
515 S Main St Suite 109-A, Wichita, KS 67202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Wichita | KS | 06/2010 | Present |
| Primerica Financial Services | Wichita | KS | 03/2010 | Present |
| Arbor Pharmaceuticuals | Atlanta | GA | 05/2016 | 01/2019 |
| Syneos Health | Somerset | NJ | 03/2019 | 06/2020 |
| Iqvia | Durham | NC | 08/2020 | 12/2021 |
| Loe Financial Group | Wichita | KS | 12/2020 | Present |
| Corium | Grand Rapids | MI | 12/2021 | 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 Name 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 | 2012-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-14 |
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