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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-10-14 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-27 |
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