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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-07 |
| OK | RA | APPROVED | 2024-04-30 |
Branch Locations
2840 East 51St Street Suite 100, Tulsa , OK 74105 • United States
Tulsa, OK • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Tulsa | OK | 06/2018 | 12/2018 |
| Primerica Financial Services | Tulsa | OK | 04/2013 | Present |
| Heartland Payment Systems | Edmond | OK | 02/2018 | 09/2021 |
| Pfs Investments Inc. | Tulsa | OK | 09/2019 | 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-21 |
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