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Tiffany Rose Carra

Pfs Investments Inc.

Oakland, NJ

CRD 6780634

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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
NJ RA APPROVED 2019-12-11
  • NJ RA
    APPROVED
    Since 2019-12-11

Branch Locations

169 Ramapo Valley Rd Suite Ll100, Oakland, NJ 07436 • 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
Pfs Investments Inc Oakland NJ 08/2017 Present
Primerica Financial Services Oakland NJ 10/2016 Present
Rutgers University New Brunswick NJ 06/2014 Present
Dual Mark Inc. Oakland NJ 02/2021 09/2023
Theodore Agelis Jr. Llc Oakland NJ 10/2018 05/2024
The Ryl Company Cedar Knolls NJ 06/2024 Present
  • 08/2017 → Present
    Oakland, NJ
  • 10/2016 → Present
    Primerica Financial Services
    Oakland, NJ
  • 06/2014 → Present
    Rutgers University
    New Brunswick, NJ
  • 02/2021 → 09/2023
    Dual Mark Inc.
    Oakland, NJ
  • 10/2018 → 05/2024
    Theodore Agelis Jr. Llc
    Oakland, NJ
  • 06/2024 → Present
    The Ryl Company
    Cedar Knolls, 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. Theodore Agelis JR. LLC, Investment Related,169 Ramapo Valley Road, Suite ML4, OAKLAND,NJ 07436,Primerica Business Purposes, President, September 2016 To Present,160 Hours Per Month (160 Hours Per Month During Securities Trading Hours), Legal Entity Formed Solely for Primerica Business Purposes

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-06
S63 Uniform Securities Agent State Law Examination 2017-09-13
  • S65 Uniform Investment Adviser Law Examination
    2019-12-06
  • S63 Uniform Securities Agent State Law Examination
    2017-09-13

View on SEC IAPD

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