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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-07-12
IA RA APPROVED 2011-09-12
  • TX RA
    APPROVED_RES
    Since 2019-07-12
  • IA RA
    APPROVED
    Since 2011-09-12

Branch Locations

Leighton, IA • United States

713 E 1St St Ste 1, Pella, IA 50219 • 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 Pella IA 11/1994 Present
Pfs Investments Inc. Pella IA 04/1995 Present
  • 11/1994 → Present
    Primerica Financial Services
    Pella, IA
  • 04/1995 → Present
    Pella, IA
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. Steve Ver Meer Enterprises, Inc., Investment Related, 713 E 1st St. Ste 1 Pella IA 50219, Primerica Business Purposes, Owner, Start Date (10/12/1998) to Present, 160 hours per month (140 of hours per month during securities trading hours), Legal entity formed solely for Primerica business purposes Steve Vermeer Farms, Not Investment Related, 2131 Eaton Ave Leighton, IA, 50143, Farmland, Owner, 10/2019-Present, 15 hours per month (5 hours per month during securities trading hours), crop farming

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-07-09
S63 Uniform Securities Agent State Law Examination 1995-06-08
  • S65 Uniform Investment Adviser Law Examination
    2011-07-09
  • S63 Uniform Securities Agent State Law Examination
    1995-06-08

View on SEC IAPD

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