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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-01-06
  • IL RA
    APPROVED
    Since 2025-01-06

Branch Locations

6225 W Touhy Ave Ste B, Chicago, IL 60646 • 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 Chicago IL 03/2010 Present
Pfsi Investments Inc. Chicago IL 06/2018 Present
The Nature Conservancy Washington Dc DC 03/2016 06/2017
  • 03/2010 → Present
    Primerica Financial Services
    Chicago, IL
  • 06/2018 → Present
    Pfsi Investments Inc.
    Chicago, IL
  • 03/2016 → 06/2017
    The Nature Conservancy
    Washington Dc, DC
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 2024-12-17
S63 Uniform Securities Agent State Law Examination 2018-07-18
  • S65 Uniform Investment Adviser Law Examination
    2024-12-17
  • S63 Uniform Securities Agent State Law Examination
    2018-07-18
Other Names
  • Denise Pepito
  • Denise Margarett Vitug Pepito

View on SEC IAPD

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