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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp | Lewisburg | PA | 01/2003 | Present |
| Megan Dugan Insurance Agency | Lewisburg | PA | 01/2005 | Present |
| State Farm Investment Management Corp. | Lewisburg | PA | 06/2021 | Present |
1) Megan Dugan's Insurance Agency; Insurance Agency; Investment-related; 534 N Derr Dr Lewisburg, PA 17837-1081; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 06/01/2003; 80; 80; Service customers and supervise employees 2) Meadowbrok Parent Connection; non-investment-related; 363 Stamm Rd Milton PA 17847; Association/Committee/Council; vice president, officer, treasurer; 09-16-2019; 2/0; Control of the checkbook, Review bank statements, make deposits in the checking account, Pay bills/Co-Signor on checking account, Fundraising Activities. 3) JLM Partners, LLC; investment-related;130 Gearhart Rd, Watsontown PA 17777; 5/15/2024; Partner; 1;0; make deposits in the checking account, review bank statements and control of the checkbook.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-01 |
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