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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-01-16 |
| TX | RA | APPROVED_RES | 2019-01-30 |
Branch Locations
609 S Kelly Ave Ste B-1-B, Edmond, OK 73003 • United States
Edmond, OK • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Edmond | OK | 05/2005 | Present |
| Pfs Investments Inc. | Edmond | OK | 02/2006 | Present |
| Oak Hills Church | Edmond | OK | 06/2017 | 01/2023 |
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. Counts and Associates - Owner - Primerica Business Entity - Edmond, OK 73003 - Apr 2018 to present - 0 hours per month (0 hours during securities trading)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-29 |
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