Best Investors
Account
Sign in
Best Investors
Account
Sign in
1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-03-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Chicago | IL | 12/2005 | Present |
| Mitsubishi Hc Capital America | Itasca | IL | 10/2022 | Present |
| Unemployed | Montgomery | IL | 05/2022 | 10/2022 |
| Quontic Bank | Astoria | NY | 10/2020 | 05/2022 |
| Bmo Harris Bank | Naperville | IL | 05/2016 | 10/2020 |
| Pfs Investments Inc. | Chicago | IL | 10/2024 | 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 | 2025-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2024-12-13 |
Reach out to this advisor