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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-12-05 |
Branch Locations
365 Surryse Rd Ste 160, Lake Zurich, IL 60047 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Lake Zurich | IL | 03/2019 | Present |
| Primerica Financial Services | Lake Zurich | IL | 07/2018 | Present |
| Cvs Health | Buffalo Grove | IL | 07/2018 | Present |
| Nielsen | Schaumburg | IL | 09/2015 | 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 | 2023-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-23 |
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