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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2015-08-27
  • IL RA
    APPROVED
    Since 2015-08-27

Branch Locations

3701 W Algonquin Rd Ste 610-B, Rolling Meadows, IL 60008 • 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
Pfs Investments Inc. Rolling Meadows IL 01/2015 Present
Church Of The Holy Nativity Clarendon Hills IL 04/2012 Present
Primerica Financial Services Rolling Meadows IL 06/2000 Present
First Church Lombard Lombard IL 01/2019 Present
  • 01/2015 → Present
    Rolling Meadows, IL
  • 04/2012 → Present
    Church Of The Holy Nativity
    Clarendon Hills, IL
  • 06/2000 → Present
    Primerica Financial Services
    Rolling Meadows, IL
  • 01/2019 → Present
    First Church Lombard
    Lombard, 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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-08-14
S63 Uniform Securities Agent State Law Examination 2015-03-06
  • S65 Uniform Investment Adviser Law Examination
    2015-08-14
  • S63 Uniform Securities Agent State Law Examination
    2015-03-06

View on SEC IAPD

Other Firms

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