Best Investors
Account
Sign in
Best Investors
Account
Sign in
1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-11-29 |
| IL | RA | APPROVED | 2011-07-26 |
Branch Locations
1100 Nerge Rd Ste 210, Elk Grove, IL 60007 • United States
Elmhurst, IL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Elk Grove | IL | 11/2000 | Present |
| Pfs Investments Inc. | Elk Grove | IL | 12/2000 | 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. HOLN, LLC., Not investment related, Scottsdale, AZ 85258, Nature of business: Solar Power Company, Co-Owner, 06/2023 to Present, 10 hours committed per month (0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-16 |
Reach out to this advisor