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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-11-10
  • IL RA
    APPROVED
    Since 2023-11-10

Branch Locations

1100 Sheridan Rd., Winthrop Harbor, IL 60096 • 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
Chicago Tag & Label Libertyville IL 03/2001 Present
Primerica Financial Services Winthrop Harbor IL 09/1999 Present
Pfs Investments Inc. Winthrop Harbor IL 12/2019 Present
  • 03/2001 → Present
    Chicago Tag & Label
    Libertyville, IL
  • 09/1999 → Present
    Primerica Financial Services
    Winthrop Harbor, IL
  • 12/2019 → Present
    Winthrop Harbor, 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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-26
S63 Uniform Securities Agent State Law Examination 2021-02-25
  • S65 Uniform Investment Adviser Law Examination
    2023-10-26
  • S63 Uniform Securities Agent State Law Examination
    2021-02-25
Other Names
  • Robert W Allen
  • Robert Winnette Allen
  • Robert Winnette Allen

View on SEC IAPD

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