Best Investors Account Sign in
Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2016-01-12
  • IL RA
    APPROVED
    Since 2016-01-12

Branch Locations

St. Charles, IL • United States

1580 Boyson Rd. Ste. 1, Hiawatha, IA 52233 • United States

1400 E Touhy Ave Ste 170, Des Plaines, IL 60018 • 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
Primerica Financial Services Des Plaines IL 04/2007 Present
Pfs Investments Inc Des Plaines IL 05/2007 Present
Bohannon Financial Des Plaines IL 06/2020 Present
  • 04/2007 → Present
    Primerica Financial Services
    Des Plaines, IL
  • 05/2007 → Present
    Des Plaines, IL
  • 06/2020 → Present
    Bohannon Financial
    Des Plaines, IL
Other Businesses

Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. As of 06/01/2021 these sales activities will be conducted under the D/B/A of Landmark Financial. 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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-12-23
S63 Uniform Securities Agent State Law Examination 2008-02-09
  • S65 Uniform Investment Adviser Law Examination
    2015-12-23
  • S63 Uniform Securities Agent State Law Examination
    2008-02-09

View on SEC IAPD

More in St. Charles, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor