Kristy Lynn Wise

Current Employers

Pfs Investments Inc.

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

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2025-11-19

OH RA
APPROVED

Since 2025-11-19

Branch Locations

7085 Brecksville Rd Ste A, Independence, OH 44131 • 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

Organization	City	State	From	To
Primerica Financial Services	Independence	OH	07/2024	Present
Pfs Investments Inc.	Independence	OH	12/2024	Present
Fortune Brands Innovations	North Olmsted	OH	07/2019	06/2024
Mindtree	North Olmsted	OH	02/2011	07/2019
Unemployed	Brunswick	OH	06/2024	12/2024
Extreme Networks	San Jose	CA	02/2025	09/2025

07/2024 → Present

Primerica Financial Services

Independence, OH
12/2024 → Present

Pfs Investments Inc.

Independence, OH
07/2019 → 06/2024

Fortune Brands Innovations

North Olmsted, OH
02/2011 → 07/2019

Mindtree

North Olmsted, OH
06/2024 → 12/2024

Unemployed

Brunswick, OH
02/2025 → 09/2025

Extreme Networks

San Jose, 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

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-10-18
S63	Uniform Securities Agent State Law Examination	2025-02-03

S65 Uniform Investment Adviser Law Examination

2025-10-18
S63 Uniform Securities Agent State Law Examination

2025-02-03

Other Names

Kristy Lynn Wise
Kristy Lynn Garrey
Kristy Lynn Weiss
Kristy Weiss

View on SEC IAPD