Zachary John Tanis

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2020 → Present
  Pfs Investments Inc.
  Oakland, NJ
• 04/2019 → Present
  Primerica Financial Services
  Oakland, NJ
• 05/2018 → 04/2022
  Tanis Greens Llc
  Bloomingdale, NJ
• 06/2018 → 11/2021
  Kalish Law Group
  Lake Hiawatha, NJ
• 09/2014 → 06/2018
  Plainview Growers, Inc.
  Pompton Plains, NJ
• 09/2009 → 06/2018
  Netherlands Reformed Christian School
  Pompton Plains, NJ
• 09/2018 → Present
  William Paterson University
  Wayne, NJ

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

• S65 Uniform Investment Adviser Law Examination
  2021-09-28
• S63 Uniform Securities Agent State Law Examination
  2020-11-28