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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2011-06-30
  • IL RA
    APPROVED
    Since 2011-06-30

Branch Locations

3701 W Algonquin Rd Ste 610-C, Rolling Meadows, IL 60008 • United States

Glenview, IL • 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
Primerica Financial Services Rolling Meadows IL 01/1993 Present
Pfs Investments Inc. Rolling Meadows IL 02/1993 Present
Brennan Financial Group Rolling Meadows IL 06/2026 Present
  • 01/1993 → Present
    Primerica Financial Services
    Rolling Meadows, IL
  • 02/1993 → Present
    Rolling Meadows, IL
  • 06/2026 → Present
    Brennan Financial Group
    Rolling Meadows, IL
Other Businesses

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. K.D. Brennan, Inc., Investment Related, Glenview IL 60025, Primerica Business Purposes, Partnership-President, 05-09-1997 To Present, Legal Entity Formed Solely for Primerica Business Purposes K.D. Brennan, Inc, Owner, Investment Related, 5/9/1997 to Present, 340 Country Lane, Glenview, Il 60025, Spends 160 Hours Per Month (80 During Securities Trading Hours), Legal Entity Formed Soley for Primerica Business Purposes.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-03-29
S63 Uniform Securities Agent State Law Examination 1993-03-22
  • S65 Uniform Investment Adviser Law Examination
    2011-03-29
  • S63 Uniform Securities Agent State Law Examination
    1993-03-22
Other Names
  • Kathleen Dages

View on SEC IAPD

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