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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-11-26 |
Branch Locations
805 Main St, Jet, OK 73749 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Jet | OK | 04/2024 | Present |
| Pfs Investments Inc. | Jet | OK | 07/2024 | Present |
| Sidwell Strategies | Enid | OK | 05/2023 | 05/2024 |
| Oklahoma State University | Stillwater | OK | 08/2019 | 05/2023 |
| Timberlake Public Schools | Helena | OK | 08/2005 | 05/2019 |
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. Cade Jenlink Farms, Not Investment Related, Jet, OK 73749 Farming and Ranching Operations Owner 01/2014 30 Hours per Month (weekends and evenings); Zero hours during the trading window Cow/calf ranching operation near Jet, Oklahoma running a few head of cattle.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-24 |
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