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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-09-10
IL RA APPROVED 2018-10-04
  • TX RA
    APPROVED_RES
    Since 2024-09-10
  • IL RA
    APPROVED
    Since 2018-10-04

Branch Locations

Mundelein, 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
Pfs Investments Inc. Des Plaines IL 07/2018 Present
Costa's Trucking Inc Buffalo Grove IL 10/2013 03/2022
Primerica Financial Services Des Plaines IL 04/2018 Present
  • 07/2018 → Present
    Des Plaines, IL
  • 10/2013 → 03/2022
    Costa's Trucking Inc
    Buffalo Grove, IL
  • 04/2018 → Present
    Primerica Financial Services
    Des Plaines, 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. Primus Consulting, Inc., Not Investment Related, 5415 N. Sheridan Rd. Apt. 3203 Chicago, IL 60640, Owner, October 2013 to Present, 100 hours per month (4 hours per month during securities trading hours), legal entity formed solely for Accounting Business. Language Quest Inc. - Not Investment Related. Buffalo Grove, IL 60089. Co-owner. 06/2023 to Present. 5 hours committed per month (0 hours during securities trading hours). AZ & Associates LLC, Investment Related, Mundelein, IL 60060, Primerica Business Purposes, Owner, 06/12/2026 To Present, 140 Hours Per Month (120 Hours Per Month During Securities Trading Hours), Legal Entity Formed Solely For Primerica Business Purposes.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-09-13
S63 Uniform Securities Agent State Law Examination 2018-08-03
  • S65 Uniform Investment Adviser Law Examination
    2018-09-13
  • S63 Uniform Securities Agent State Law Examination
    2018-08-03

View on SEC IAPD

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