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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-02-02 |
Branch Locations
387 Shuman Blvd Ste 330W, Naperville, IL 60563 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Northbrook | IL | 06/2012 | 09/2021 |
| Primerica Financial Services | Naperville | IL | 12/1999 | Present |
| Pfs Investments Inc. | Naperville | IL | 10/2021 | Present |
| H&R Block | Glenview | IL | 01/1998 | 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. H & R Block 1356 patriot blvd Glenview IL 60026 Master Tax Advisor. Employee start date 1/1/1998 Hours Jan to April 160 per month hours during security trading hours 96/month rest of the year between 10 to 15 hours / week preparing tax returns and advice related to taxes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-31 |
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