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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2022-02-02
  • IL RA
    APPROVED
    Since 2022-02-02

Branch Locations

387 Shuman Blvd Ste 330W, Naperville, IL 60563 • 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
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
  • 06/2012 → 09/2021
    Ameriprise Financial Services, Inc.
    Northbrook, IL
  • 12/1999 → Present
    Primerica Financial Services
    Naperville, IL
  • 10/2021 → Present
    Naperville, IL
  • 01/1998 → Present
    H&R Block
    Glenview, IL
Previous Registrations
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. 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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-11-04
S63 Uniform Securities Agent State Law Examination 2004-12-31
  • S65 Uniform Investment Adviser Law Examination
    2017-11-04
  • S63 Uniform Securities Agent State Law Examination
    2004-12-31
Other Names
  • Jamshed Kavina
  • Jamshed Firoz Kavina

View on SEC IAPD

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