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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2012-11-14
  • MI RA
    APPROVED
    Since 2012-11-14

Branch Locations

8445 S Saginaw St Ste 104-A, Grand Blanc, MI 48439 • United States

236 1/2 E Front Street Suite 8, Traverse City, MI 49684 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pfs Investments Inc. Grand Blanc MI 01/1991 Present
Primerica Financial Services Grand Blanc MI 01/1989 Present
Flint & Genesee Chamber Of Commerce Flint MI 08/2016 11/2021
Cornerstone Royal Oak MI 11/2021 12/2022
Communities First Inc Flint MI 09/2023 Present
  • 01/1991 → Present
    Grand Blanc, MI
  • 01/1989 → Present
    Primerica Financial Services
    Grand Blanc, MI
  • 08/2016 → 11/2021
    Flint & Genesee Chamber Of Commerce
    Flint, MI
  • 11/2021 → 12/2022
    Cornerstone
    Royal Oak, MI
  • 09/2023 → Present
    Communities First Inc
    Flint, MI
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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-08-07
S63 Uniform Securities Agent State Law Examination 1990-08-17
  • S65 Uniform Investment Adviser Law Examination
    2012-08-07
  • S63 Uniform Securities Agent State Law Examination
    1990-08-17
Other Names
  • Lisa Brantley
  • Lisa Renee Cook

View on SEC IAPD

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