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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-08-07 |
Branch Locations
3220 Executive Ridge Suite 250-C, Vista, CA 92081 • United States
705 Tollgate Rd Suite A, Elgin, IL 60123 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tictax Accounting Solutions Llc | St Charles | IL | 08/2025 | Present |
| Leelyn Smith Tax Llc | Geneva | IL | 02/2023 | 08/2025 |
| Pc Logistics Group Inc | Bartlett | IL | 01/2020 | 01/2023 |
| Unemployed (Cpa Prep) | Naperville | IL | 02/2019 | 01/2020 |
| Mak Bookkeeping | Rosemont | IL | 09/2018 | 02/2019 |
| Northeastern Illinois University | Chicago | IL | 01/2016 | 08/2018 |
| Northeastern Illinois University | Chicago | IL | 01/2018 | 05/2018 |
| Primerica Financial Services | Elgin | IL | 10/2025 | Present |
| Pfs Investments Inc. | Elgin | IL | 01/2026 | 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. TicTax Accounting Solutions LLC (1099), Not investment related, St Charles, IL, Co-founder and Managing Partner, 05/2025 to Present, 80 hours a month - this number may increase to 100 hours a month during the months of February through April each year as it is a peak tax season (80 hours during securities trading hours). Smart Compass Financial LLC, Investment Related, St Charles, IL 60175, Primerica Business Purposes, Owner, 08/14/2026 To Present, 30 Hours Per Month (30 Hours Per Month During Securities Trading Hours), Legal Entity Formed Solely For Primerica Business Purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2026-04-08 |
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