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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-06-12 |
Branch Locations
5712 Nw 132Nd St Ste 1, Oklahoma City, OK 73142 • United States
1643 Nashville Pike Suite 200-A, Gallatin, TN 37066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Oklahoma City | OK | 10/2021 | Present |
| Primerica Financial Services | Oklahoma City | OK | 10/2009 | Present |
| Forum Of Christian Leaders | Lisle | IL | 09/2019 | 11/2020 |
| Beijing Smic Private School | Beijing | 08/2016 | 08/2019 | |
| Ray Chinese School | Lisle | IL | 01/2022 | Present |
| Dove Schools Tulsa | Tulsa | OK | 08/2025 | 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. Ray Chinese School, Not Investment Related 2929 Green Tails Dr, Tutor, 01/2022 To Present, 16 Hours Per Month (0 Hours Per Month During Securities Trading Hours). Outlier AI, (1099), Not Investment related, Warrenville, Illinois 60555, Al Teacher, 02/2024 to present, 10 hours committed per month, 10 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-20 |
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