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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-21 |
| OK | RA | APPROVED | 2022-04-08 |
Branch Locations
4444 E 66Th St Ste 207, Tulsa, OK 74136 • 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 | 11/1983 | Present |
| Primerica Financial Services | Tulsa | OK | 02/1991 | Present |
| Metro Christian Academy | Tulsa | OK | 10/2015 | 05/2017 |
| Shadow Mountain Racket Club | Tulsa | OK | 09/2013 | 06/2022 |
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. Teaching Tennis, Not investment related, Tusla, OK, Self-Employed Tennis Instructor, 06/2022 to Present, 20 hours committed per month (0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 1983-12-27 |
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