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Current Employers
Pfs Investments Inc.

1 Primerica Parkway, Duluth, GA 30099-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2017-01-25
  • OK RA
    APPROVED
    Since 2017-01-25

Branch Locations

5712 Nw 132Nd St Ste 2, Oklahoma City, OK 73142 • United States

14601 E 88Th Pl N Ste 306, Owasso, OK 74055 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pfs Investments Inc. Owasso OK 10/2016 Present
Primerica Financial Services Owassa OK 08/2016 Present
Horizon Rv Transport Wakarusa IN 02/2019 Present
  • 10/2016 → Present
    Owasso, OK
  • 08/2016 → Present
    Primerica Financial Services
    Owassa, OK
  • 02/2019 → Present
    Horizon Rv Transport
    Wakarusa, IN
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-01-04
S63 Uniform Securities Agent State Law Examination 2016-11-02
  • S65 Uniform Investment Adviser Law Examination
    2017-01-04
  • S63 Uniform Securities Agent State Law Examination
    2016-11-02

View on SEC IAPD

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