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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-01-08
  • IL RA
    APPROVED
    Since 2025-01-08

Branch Locations

3701 W Algonquin Rd Ste 610-C, 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. 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
  • 06/2019 → 02/2020
    Arlington Heights, IL
  • 03/2016 → Present
    Primerica Financial Services
    Rolling Meadows, IL
  • 09/2015 → 05/2019
    Emerson College
    Boston, MA
  • 01/2019 → 05/2019
    Stagecoach Entertainment
    Los Angeles, CA
  • 05/2017 → 09/2017
    Entertainment Cruises
    Chicago, IL
  • 05/2016 → 09/2016
    Westmoreland Country Club
    Wilmette, IL
  • 09/2019 → Present
    Medline Industries Lp
    Northfield, IL
  • 06/2022 → Present
    Pfs Investment Inc.
    Rollings Meadows, IL
  • 01/2021 → Present
    Sns Kathleen Brennan
    Glenview, IL
  • 06/2026 → Present
    Brennan Financial Group
    Rolling Meadows, IL
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-09
S63 Uniform Securities Agent State Law Examination 2023-04-01
  • S65 Uniform Investment Adviser Law Examination
    2024-12-09
  • S63 Uniform Securities Agent State Law Examination
    2023-04-01
Other Names
  • Moira Kathleen Brennan

View on SEC IAPD

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