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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-31 |
| OK | RA | APPROVED | 2014-11-19 |
Branch Locations
5712 Nw 132Nd St Ste 8, Oklahoma City, OK 73142 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Oklahoma City | OK | 12/2013 | Present |
| Primerica Financial Services | Oklahoma City | OK | 05/2010 | Present |
| Company De Roth | Edmond | OK | 11/2013 | 08/2022 |
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. Roth PAC, LLC, Investment Related, Oklahoma City, OK 73142, Primerica Business Purposes, Owner, 3/14/2024 To Present, 160 Hours Per Month (160 Hours Per Month During Securities Trading Hours), Legal Entity Formed Solely For Primerica Business Purposes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-31 |
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