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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2014-03-05
  • TX RA
    APPROVED
    Since 2014-03-05

Branch Locations

921 N Chaparral St Ste 213, Corpus Christi, TX 78401 • United States

Corpus Christi, TX • 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. Corpus Christi TX 04/1987 Present
Primerica Financial Services Corpus Christi TX 02/1991 Present
  • 04/1987 → Present
    Corpus Christi, TX
  • 02/1991 → Present
    Primerica Financial Services
    Corpus Christi, TX
Other Businesses

Mark Oser & Associates, Investment Related, 3649 Leopard St #512 Corpus Christi TX 78408, Nature of Business (Primerica Business Purposes), Position/Title (Owner), Legal entity formed solely for Primerica business purposes 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 2014-02-18
S63 Uniform Securities Agent State Law Examination 1987-06-20
  • S65 Uniform Investment Adviser Law Examination
    2014-02-18
  • S63 Uniform Securities Agent State Law Examination
    1987-06-20

View on SEC IAPD

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