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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2022-10-14
  • IL RA
    APPROVED
    Since 2022-10-14

Branch Locations

55 West 22Nd St Ste 320, Lombard, IL 60148 • 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 Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Primerica Financial Services Lombard IL 04/2003 Present
Pfs Investments Inc. Lombard IL 01/2021 Present
Aspen General Contractors, Inc Lagrange IL 04/2019 03/2021
Arena Lonuge, Inc Oak Lawn IL 08/2017 12/2020
Aj Real Estate Investments, Llc South Jordan UT 04/2015 12/2019
Tao 100, Llc South Jordan UT 04/2018 12/2019
Tao 101, Llc South Jordan UT 04/2018 12/2019
Tao 102, Llc South Jordan UT 04/2018 12/2019
Tao 103, Llc South Jordan UT 04/2018 12/2019
Tao 104, Llc South Jordan UT 04/2018 12/2019
Ato Shopping, Llc Schaumburg UT 01/2018 07/2019
The Semrad Law Firm, Llc Chicago IL 07/2016 11/2017
Cook County Board Of Review Chicago IL 01/2021 12/2022
Parkview Christian Church Orland Park IL 10/2023 03/2024
Parkview Christian Church Orland Park IL 03/2024 Present
  • 04/2003 → Present
    Primerica Financial Services
    Lombard, IL
  • 01/2021 → Present
    Lombard, IL
  • 04/2019 → 03/2021
    Aspen General Contractors, Inc
    Lagrange, IL
  • 08/2017 → 12/2020
    Arena Lonuge, Inc
    Oak Lawn, IL
  • 04/2015 → 12/2019
    Aj Real Estate Investments, Llc
    South Jordan, UT
  • 04/2018 → 12/2019
    Tao 100, Llc
    South Jordan, UT
  • 04/2018 → 12/2019
    Tao 101, Llc
    South Jordan, UT
  • 04/2018 → 12/2019
    Tao 102, Llc
    South Jordan, UT
  • 04/2018 → 12/2019
    Tao 103, Llc
    South Jordan, UT
  • 04/2018 → 12/2019
    Tao 104, Llc
    South Jordan, UT
  • 01/2018 → 07/2019
    Ato Shopping, Llc
    Schaumburg, UT
  • 07/2016 → 11/2017
    The Semrad Law Firm, Llc
    Chicago, IL
  • 01/2021 → 12/2022
    Cook County Board Of Review
    Chicago, IL
  • 10/2023 → 03/2024
    Parkview Christian Church
    Orland Park, IL
  • 03/2024 → Present
    Parkview Christian Church
    Orland Park, 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. Monat (1099), Not investment related, Doral, FL 33178, Market Partner, 10/2023 to Present, 20 hours committed per month (10 hours during securities trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-05
S63 Uniform Securities Agent State Law Examination 2021-02-27
  • S65 Uniform Investment Adviser Law Examination
    2022-08-05
  • S63 Uniform Securities Agent State Law Examination
    2021-02-27
Other Names
  • Amy Lynn Gerstein
  • Amy Lynn Johnson

View on SEC IAPD

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