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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-01-08 |
Branch Locations
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. | Arlington Heights | IL | 06/2019 | 02/2020 |
| Primerica Financial Services | Rolling Meadows | IL | 03/2016 | Present |
| Emerson College | Boston | MA | 09/2015 | 05/2019 |
| Stagecoach Entertainment | Los Angeles | CA | 01/2019 | 05/2019 |
| Entertainment Cruises | Chicago | IL | 05/2017 | 09/2017 |
| Westmoreland Country Club | Wilmette | IL | 05/2016 | 09/2016 |
| Medline Industries Lp | Northfield | IL | 09/2019 | Present |
| Pfs Investment Inc. | Rollings Meadows | IL | 06/2022 | Present |
| Sns Kathleen Brennan | Glenview | IL | 01/2021 | Present |
| Brennan Financial Group | Rolling Meadows | IL | 06/2026 | Present |
Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. As of 06/24/2026 these sales activities will be conducted under the D/B/A of Brennan Financial Group. 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 | 2024-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-01 |
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