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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-10-19 |
Branch Locations
2916 Syene Rd, Madison, WI 53713 • United States
3701 W Algonquin Rd Ste 610-C, Rolling Meadows, IL 60008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Rolling Meadows | IL | 07/2021 | Present |
| Primerica Financial Services | Rolling Meadows | IL | 01/2021 | Present |
| Unemployed | Chicago | IL | 01/2019 | 06/2021 |
| Illinois Orthopedic Network | Chicago | IL | 08/2018 | 12/2018 |
| Unemployed | Chicago | IL | 08/2015 | 07/2018 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-14 |
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