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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2011-07-29
  • IL RA
    APPROVED
    Since 2011-07-29

Branch Locations

Naperville, IL • United States

55 West 22Nd St Ste 320, Lombard, IL 60148 • 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
Primerica Financial Services Lombard IL 05/1997 Present
Midwest Snow Tech Inc Glendale Heights IL 12/2013 03/2022
Pfs Investments Inc. Lombard IL 11/1997 Present
Earth Stone Midwest Schiller Park IL 03/2015 03/2022
Boss - Industrial Naperville IL 08/2016 03/2022
Rmp & Associates Joliet IL 01/2002 Present
Bms Cat Addison IL 09/2017 Present
  • 05/1997 → Present
    Primerica Financial Services
    Lombard, IL
  • 12/2013 → 03/2022
    Midwest Snow Tech Inc
    Glendale Heights, IL
  • 11/1997 → Present
    Lombard, IL
  • 03/2015 → 03/2022
    Earth Stone Midwest
    Schiller Park, IL
  • 08/2016 → 03/2022
    Boss - Industrial
    Naperville, IL
  • 01/2002 → Present
    Rmp & Associates
    Joliet, IL
  • 09/2017 → Present
    Bms Cat
    Addison, 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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-06-07
S63 Uniform Securities Agent State Law Examination 1998-02-23
  • S65 Uniform Investment Adviser Law Examination
    2011-06-07
  • S63 Uniform Securities Agent State Law Examination
    1998-02-23

View on SEC IAPD

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