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Detailed Report
GLADYS LOMELI
CRD#: 5077989
IA
Investment Adviser
B
Broker
PRIMERICA ADVISORSCRD#: 10111 1400 E TOUHY AVE
STE 170
DES PLAINES, IL 60018
Registration History
20062008201020122014201620182020202220242026IAPRIMERICA ADVISORS (CRD# 10111)2017 - Present (7 years)BPFS INVESTMENTS INC. (CRD# 10111)2006 - Present (18 years)
License(s)

State Registrations

B
California 8/7/2024
B
Indiana 8/23/2019
B
Illinois 5/11/2006
B
Texas 1/11/2024
IA
Illinois 4/10/2017

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
PRIMERICA ADVISORS (CRD#:10111)
1400 E TOUHY AVE STE 170, DES PLAINES, IL 60018
CICERO, IL
Registered with this firm since 4/10/2017
B
PFS INVESTMENTS INC. (CRD#:10111)
1400 E TOUHY AVE STE 170, DES PLAINES, IL 60018
CICERO, IL
Registered with this firm since 5/11/2006
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.