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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-07-12 |
Branch Locations
11767 Katy Fwy Suite 515, Houston, TX 77079 • United States
11740 S Western Ave Ste B, Chicago, IL 60643 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Chicago | IL | 12/2008 | Present |
| Pfs Investments, Inc | Chicago | IL | 08/2011 | 02/2023 |
| Loyola University Hospital | Maywood | IL | 01/2014 | 07/2019 |
| Advocate Trinity Hospital | Chicago | IL | 08/2019 | 07/2022 |
| Pfs Investments Inc. | Chicago | IL | 05/2023 | Present |
| St. Mary Hospital | Chicago | IL | 07/2022 | 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-27 |
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