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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2022-08-25 |
Branch Locations
2508 E 71St St Ste B, Tulsa, OK 74136 • United States
609 S Kelly Ave Ste B-1, Edmond, OK 73003 • United States
Poteau, OK • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Tulsa | OK | 10/2021 | Present |
| Primerica Financial Services | Tulsa | OK | 03/2001 | Present |
| Air Force Audit Agency | Tinker Afb | OK | 10/2017 | 09/2021 |
| Air Force Audit Agency | Hill Afb | UT | 04/2015 | 10/2017 |
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. Name: Primerica Mortgage, LLC, Description: Sale of Loan Products, Activity conducted on behalf of affiliated firm: Y CB Hayes Financial Advisors LLC - Poteau - Oklahoma - Start Date 03/2023 - 160 Hours Committed Per Month - 7 Hours During Securities Trading Hours - Title: Ownership - Yes Investment Related. - Primerica Business Entity. Poteau Ok Masonic Lodge - Elected Secretary
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-24 |
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