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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-08-22
  • IL RA
    APPROVED
    Since 2024-08-22

Branch Locations

1100 W Cermak Rd, Chicago, IL 60608 • 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 09/2014 Present
Pfs Investments Inc. Chicago IL 04/2024 Present
Self Employed Chicago IL 11/2021 07/2023
Unemployed Chicago IL 10/2020 11/2021
University Of Illinois At Chicago Chicago IL 07/2019 10/2020
Greater La Healthcare System/Ucla Los Angeles CA 07/2016 07/2019
  • 09/2014 → Present
    Primerica Financial Services
    Chicago, IL
  • 04/2024 → Present
    Chicago, IL
  • 11/2021 → 07/2023
    Self Employed
    Chicago, IL
  • 10/2020 → 11/2021
    Unemployed
    Chicago, IL
  • 07/2019 → 10/2020
    University Of Illinois At Chicago
    Chicago, IL
  • 07/2016 → 07/2019
    Greater La Healthcare System/Ucla
    Los Angeles, CA
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 2024-07-08
S63 Uniform Securities Agent State Law Examination 2024-05-15
  • S65 Uniform Investment Adviser Law Examination
    2024-07-08
  • S63 Uniform Securities Agent State Law Examination
    2024-05-15

View on SEC IAPD

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