Tania Irina Canate

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

Authority	Category	Status	Date
NY	RA	APPROVED	2024-12-24

NY RA
APPROVED

Since 2024-12-24

Branch Locations

910 Montauk Highway Suite 7, Copiague, NY 11726 • United States

1769 Jamestown Rd Ste 115, Williamsburg, VA 23185 • 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	Copiague	NY	05/2019	Present
None	Bethpage	NY	07/2010	09/2019
Pfs Investments Inc.	Copiague	NY	08/2020	Present
Lifex Research Corp	Fort Lauderdale	FL	09/2025	Present

05/2019 → Present

Primerica Financial Services

Copiague, NY
07/2010 → 09/2019

None

Bethpage, NY
08/2020 → Present

Pfs Investments Inc.

Copiague, NY
09/2025 → Present

Lifex Research Corp

Fort Lauderdale, FL

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	2024-11-21
S63	Uniform Securities Agent State Law Examination	2021-01-06

S65 Uniform Investment Adviser Law Examination

2024-11-21
S63 Uniform Securities Agent State Law Examination

2021-01-06

View on SEC IAPD