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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2022-04-25 |
Branch Locations
2508 E 71St St Ste B-1, Tulsa, OK 74136 • United States
Tulsa, OK • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Tulsa | OK | 04/2014 | Present |
| Pfs Investments Inc. | Tulsa | OK | 03/2015 | Present |
| Topeka Police Department | Topeka | KS | 01/2006 | 08/2017 |
| Usa Bmx | Tulsa | OK | 02/2022 | 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 | 2016-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-09 |
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