Tracy Dale Holt

Current Employers

Pfs Investments Inc.

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

Current Registrations

Authority	Category	Status	Date
OK	RA	APPROVED	2022-05-16

OK RA
APPROVED

Since 2022-05-16

Branch Locations

Ok City, OK • United States

609 S Kelly Ave Ste B-1-A, Edmond, OK 73003 • 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.	Oklahoma City	OK	04/1987	Present
Primerica Financial Services	Oklahoma City	OK	02/1991	Present

04/1987 → Present

Pfs Investments Inc.

Oklahoma City, OK
02/1991 → Present

Primerica Financial Services

Oklahoma City, OK

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. Twice the Ice Vending, Not investment related, Del City, OK, Self vending ice machine, Owner, 01/15/2022 to Present, 5 hours per month (0 hours per month during securities trading hours).

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-04-01
S63	Uniform Securities Agent State Law Examination	1987-06-01

S65 Uniform Investment Adviser Law Examination

2022-04-01
S63 Uniform Securities Agent State Law Examination

1987-06-01