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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-05-04 |
| OK | RA | APPROVED | 2021-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Tulsa | OK | 07/2018 | Present |
| Primerica Financial Services | Tulsa | OK | 05/2016 | Present |
| Hillcrest Medical Center | Tulsa | OK | 07/2016 | 06/2020 |
| R.PH.S. Inc. | Tulsa | OK | 07/2021 | Present |
| Totalmed | Appleton | WI | 08/2021 | 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. Hillcrest Medical Center Non investment related 1245 South Utica Tulsa, OK 74014, Medicine Pharmacist. 7/2016, 160 hours per month, 160 hours per month during securities trading, I am the Clinical Oncology pharmacist tasked with reviewing patients cancer therapies for appropriateness of the medications.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-22 |
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