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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2011-08-09 |
Branch Locations
1100 Sheridan Rd., Winthrop Harbor, IL 60096 • United States
Winthrop Harbor, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Winthrop Harbor | IL | 07/1992 | Present |
| Primerica Financial Services | North Chicago | IL | 01/1992 | Present |
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. Commercial Rental Property, Partner/Landlord, 11/2016- present Sole proprietorship DBA Lambert & Associates, not investment related, 1100 Sheridan Rd. Winthrop Harbor, IL 60096, Owner, November 2016 to Present, 5 hours per month (1 hour per month during securities trading hours), Commercial rental property/baseshop.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-25 |
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