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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-03-17 |
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 |
|---|---|---|---|---|
| Misfits Health | New York | NY | 06/2025 | Present |
| Leapfrog Brands | Chicago | IL | 12/2022 | 06/2025 |
| James Hardie Building Products | Chicago | IL | 03/2022 | 12/2022 |
| Reyes Holdings | Rosemont | IL | 04/2016 | 03/2022 |
| Primerica Financial Services | Rolling Meadows | IL | 07/2012 | Present |
| Pfs Investments Inc. | Rolling Meadows | IL | 10/2025 | 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 | 2026-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2025-11-03 |
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