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Grant Henry Simon

Pfs Investments Inc.

Oshkosh, WI

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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2017-04-14
  • WI RA
    APPROVED
    Since 2017-04-14

Branch Locations

375 City Center Ste K, Oshkosh, WI 54901 • 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
Pfs Investments Inc. Oshkosh WI 04/2015 Present
Two Brothers Family Restaurant Oshkosh WI 09/2013 05/2020
Primerica Financial Services Oshkosh WI 05/2013 Present
Unemployment Oshkosh WI 05/2020 06/2020
Landscape Solutions By Michael Kirsh,Llc Oshkosh WI 06/2020 Present
  • 04/2015 → Present
    Oshkosh, WI
  • 09/2013 → 05/2020
    Two Brothers Family Restaurant
    Oshkosh, WI
  • 05/2013 → Present
    Primerica Financial Services
    Oshkosh, WI
  • 05/2020 → 06/2020
    Unemployment
    Oshkosh, WI
  • 06/2020 → Present
    Landscape Solutions By Michael Kirsh,Llc
    Oshkosh, WI
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. Stonewall Tile Works LLC, Owner, 03/2026 to Present, Nature of Business: Remodel bathrooms, Oshkosh, WI 54902, Not Investment Related, 20 hours per month (0 of hours per month during securities trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-03-24
S63 Uniform Securities Agent State Law Examination 2015-08-21
  • S65 Uniform Investment Adviser Law Examination
    2017-03-24
  • S63 Uniform Securities Agent State Law Examination
    2015-08-21

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