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Andrew Mark Dadisman

Pfs Investments Inc.

Waukesha, WI

Waukesha, WI

CRD 6190845

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Employer firm

Pfs Investments Inc. CRD 10111

$15.5B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2024-08-23
  • WI RA
    APPROVED
    Since 2024-08-23

Branch Locations

Waukesha, WI • United States

N14W24200 Tower Place Suite 101C, Waukesha, WI 53188 • 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
Pfsi Investment Inc. Waukesha WI 04/2018 Present
Primerica Financial Services Waukesha WI 07/2016 Present
Wells Fargo Bank Na Minneapolis MN 05/2015 01/2018
Minnesota Judical Branch Saint Paul MN 06/2018 09/2018
Mn Supreme Court Saint Paul MN 02/2019 10/2019
Minnesota Judicial Branch St. Paul MN 01/2020 02/2020
Domino'S Pizza Crystal MN 04/2020 05/2020
Tena Companies Saint Paul MN 08/2020 05/2021
Bonfe Saint Paul MN 01/2021 06/2021
Lime Minneapolis MN 09/2019 06/2021
  • 04/2018 → Present
    Pfsi Investment Inc.
    Waukesha, WI
  • 07/2016 → Present
    Primerica Financial Services
    Waukesha, WI
  • 05/2015 → 01/2018
    Wells Fargo Bank Na
    Minneapolis, MN
  • 06/2018 → 09/2018
    Minnesota Judical Branch
    Saint Paul, MN
  • 02/2019 → 10/2019
    Mn Supreme Court
    Saint Paul, MN
  • 01/2020 → 02/2020
    Minnesota Judicial Branch
    St. Paul, MN
  • 04/2020 → 05/2020
    Domino'S Pizza
    Crystal, MN
  • 08/2020 → 05/2021
    Tena Companies
    Saint Paul, MN
  • 01/2021 → 06/2021
    Bonfe
    Saint Paul, MN
  • 09/2019 → 06/2021
    Lime
    Minneapolis, MN
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 2024-08-05
S63 Uniform Securities Agent State Law Examination 2018-04-27
  • S65 Uniform Investment Adviser Law Examination
    2024-08-05
  • S63 Uniform Securities Agent State Law Examination
    2018-04-27

View on SEC IAPD

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