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Arliss Kay Wilkinson

Pfs Investments Inc.

Appleton, 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 2022-05-05
  • WI RA
    APPROVED
    Since 2022-05-05

Branch Locations

3000 N Ballard Suite B-1, Appleton, WI 54911 • 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. Appleton WI 06/2019 Present
Primerica Financial Services Appleton WI 04/2018 Present
Nelson Brothers Mining Services Gillette WY 12/2007 04/2022
Campbell County School District Gillette WY 08/2007 04/2022
Self-Employed Greenville WI 01/2005 Present
Hydrite Osh Kosh WI 04/2022 05/2023
Hortonville School District Greenville WI 04/2022 Present
Schrader Transport Menasha WI 06/2025 Present
  • 06/2019 → Present
    Appleton, WI
  • 04/2018 → Present
    Primerica Financial Services
    Appleton, WI
  • 12/2007 → 04/2022
    Nelson Brothers Mining Services
    Gillette, WY
  • 08/2007 → 04/2022
    Campbell County School District
    Gillette, WY
  • 01/2005 → Present
    Self-Employed
    Greenville, WI
  • 04/2022 → 05/2023
    Hydrite
    Osh Kosh, WI
  • 04/2022 → Present
    Hortonville School District
    Greenville, WI
  • 06/2025 → Present
    Schrader Transport
    Menasha, 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. Self-Employed Mystery Shopper, Not Investment Related, 5 Steer Roping Ave Gillette, WY 82718, Contractor for businesses to evaluate shopping experience, Mystery Shopper, January 2005 to present, Commits 15 hours a month to this activity, but none during securities trading hours. UBER (1099), Not Investment related, Greenville, Wisconsin Driver 07/2023 to Present, 80 hours committed per month (40 hours during securities trading hours). SPARK (1099), Not investment related, Greenville, Wisconsin 54942, Driver, 10/2023 to Present, 30 hours a month (15 hours during securities trading hours). Roadie (1099), Not Investment Related, Greenville, Wisconsin 54942, Delivery Driver, 11/2023 to Present, 10 hours committed per month (5 hours during securities trading). Senpex Courier (1099), Not Investment Related, Greenville, Wisconsin 54942, Courier, 11/2023 to Present, 5 hours committed per month (0 hours during securities trading hours). Instacart (1099), Not Investment related, San Francisco, CA 94107, Driver, 01/2024 to Present 20 hours committed per month (5 hours during securities trading hours). Welcome Home, Not Investment related, Greenville, Wisconsin 54942, Owner/Ownership, 500 hours committed per month (20 hours during securities trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-11-30
S63 Uniform Securities Agent State Law Examination 2019-08-22
  • S65 Uniform Investment Adviser Law Examination
    2020-11-30
  • S63 Uniform Securities Agent State Law Examination
    2019-08-22
Other Names
  • Arliss Wilkinson

View on SEC IAPD

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