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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-05 |
| IL | RA | APPROVED | 2019-10-17 |
Branch Locations
1400 E Touhy Ave Ste 170, Des Plaines, IL 60018 • United States
1580 Boyson Rd. Ste. 1, Hiawatha, IA 52233 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Des Plaines | IL | 09/2018 | Present |
| Primerica Financial Services | Des Plaines | IL | 08/2013 | Present |
| Chicago Public Schools | Chicago | IL | 07/2017 | Present |
| Ucsn | Chicago | IL | 03/2016 | 07/2017 |
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. Math Circles of Chicago 1099, not investment related, Chicago, IL 60644, Session Facilitator, 9 hours committed per month 0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-28 |
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