Regina Reese Tate

Current Employers

Pfs Investments Inc.

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

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2019-12-19

CO RA
APPROVED

Since 2019-12-19

Branch Locations

6105 S Main St Suite 200 B-1, Aurora, CO 80016 • 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

Organization	City	State	From	To
Pfs Investments Inc	Aurora	CO	06/2018	Present
Primerica Financial Services	Aurora	CO	02/2018	Present
Adams 12 Five Star Schools	Thornton	CO	10/2015	05/2024
Catch A Star Academy	Aurora	CO	11/2023	05/2025
Kokua Education	Buford	GA	08/2025	Present

06/2018 → Present

Pfs Investments Inc

Aurora, CO
02/2018 → Present

Primerica Financial Services

Aurora, CO
10/2015 → 05/2024

Adams 12 Five Star Schools

Thornton, CO
11/2023 → 05/2025

Catch A Star Academy

Aurora, CO
08/2025 → Present

Kokua Education

Buford, GA

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

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-11-14
S63	Uniform Securities Agent State Law Examination	2018-07-31

S65 Uniform Investment Adviser Law Examination

2019-11-14
S63 Uniform Securities Agent State Law Examination

2018-07-31

Other Names

Regina Renee Reese

View on SEC IAPD

Current Employers

Pfs Investments Inc.

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

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