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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2017-03-02
  • IL RA
    APPROVED
    Since 2017-03-02

Branch Locations

241 S. Frontage Rd. Ste. 46, Burr Ridge, IL 60527-5803 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Primerica Financial Services Burr Ridge IL 02/2003 Present
Sykora & Company, Llc Oakbrook Terrace IL 12/2004 Present
Pfs Investments Inc Burr Ridge IL 04/2003 Present
  • 02/2003 → Present
    Primerica Financial Services
    Burr Ridge, IL
  • 12/2004 → Present
    Sykora & Company, Llc
    Oakbrook Terrace, IL
  • 04/2003 → Present
    Burr Ridge, IL
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. Certified Public Accountant (CPA), Attestation Services and Tax Accounting.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1997-12-06
  • S66 Uniform Combined State Law Examination
    1997-12-06

View on SEC IAPD

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