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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2019-07-19 |
Branch Locations
387 Shuman Blvd Suite 330-W-1, Naperville, IL 60563 • United States
Aurora, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Naperville | IL | 05/2002 | Present |
| Pfs Investments Inc. | Naperville | IL | 08/2002 | 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. Breakout Group, LLC, Investment Related, 387 Shuman Blvd. Ste. 201-E4, Naperville, IL, 60563, Primerica Business Purposes, 33% Partner, 03/2016 to Present, 160 hours per month (160 hours per month during securities trading hours), legal entity formed solely for Primerica business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-30 |
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