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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2024-05-14
  • IN RA
    APPROVED
    Since 2024-05-14

Branch Locations

Fort Wayne, IN • United States

3400 E Coliseum Boulevard, Fort Wayne, IN 46805 • 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
Primerica Financial Services Fort Wayne IN 06/2023 Present
Pfs Investments Inc. Fort Wayne IN 09/2023 Present
Bunker Shelving Llc. Middlebury IN 01/2021 03/2025
Butler University Indianapolis IN 08/2022 05/2024
Enfocus South Bend IN 06/2023 08/2023
Welch Packaging Inc. Elkhart IN 06/2021 11/2022
Essenhaus Inc. Middlebury IN 06/2019 04/2021
Northridge High School Middlebury IN 08/2018 05/2022
Forks County Line Stores Middlebury IN 05/2018 08/2018
Middlebury Community Schools Middlebury IN 08/2013 05/2018
  • 06/2023 → Present
    Primerica Financial Services
    Fort Wayne, IN
  • 09/2023 → Present
    Fort Wayne, IN
  • 01/2021 → 03/2025
    Bunker Shelving Llc.
    Middlebury, IN
  • 08/2022 → 05/2024
    Butler University
    Indianapolis, IN
  • 06/2023 → 08/2023
    Enfocus
    South Bend, IN
  • 06/2021 → 11/2022
    Welch Packaging Inc.
    Elkhart, IN
  • 06/2019 → 04/2021
    Essenhaus Inc.
    Middlebury, IN
  • 08/2018 → 05/2022
    Northridge High School
    Middlebury, IN
  • 05/2018 → 08/2018
    Forks County Line Stores
    Middlebury, IN
  • 08/2013 → 05/2018
    Middlebury Community Schools
    Middlebury, IN
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. Friesner Strategies, LLC, Investment Related, Elkhart, IN 46514, Primerica Business Purposes, Owner, 12/2024 to Present, 180 hours per month (90 during securities trading hours, Legal Entity Solely For Primerica Business Purposes.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-25
S63 Uniform Securities Agent State Law Examination 2023-12-07
  • S65 Uniform Investment Adviser Law Examination
    2024-04-25
  • S63 Uniform Securities Agent State Law Examination
    2023-12-07
Other Names
  • Matthew Friesner

View on SEC IAPD

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