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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-10-12 |
| IL | RA | APPROVED | 2011-10-20 |
Branch Locations
365 Surryse Rd Ste 160, Lake Zurich, IL 60047 • United States
Long Grove, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Lake Zurich | IL | 11/2002 | Present |
| Pfs Investments Inc | Lake Zurich | IL | 01/2003 | 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. We Change Lives LLC, Investment Related, Lindenhurst, IL 60046, Position/Title (Partner), Start Date (02/13/2019) to Present. Rental Property, Not investment related, Lake Bluff, IL 60044, Landlord/Ownership, 05/2026 to Present, 0 hours committed per month (0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-18 |
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