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Elizabeth Catherine Mactaggart

State Farm Investment Management Corp.

Butler, PA

Forest Hills, NY

CRD 4454237

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Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-04-27
  • NY RA
    APPROVED
    Since 2021-04-27

Branch Locations

Butler, PA • United States

Forest Hills, NY • 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
State Farm Vp Management Corp. Garden City NY 03/2013 08/2020
State Farm Insurance Garden City NY 03/2013 08/2020
State Farm Vp Management Corp Forest Hills NY 08/2020 Present
State Farm Insurance Forest Hills NY 08/2020 Present
State Farm Investment Management Corp Forest Hills NY 04/2021 Present
  • 03/2013 → 08/2020
    State Farm Vp Management Corp.
    Garden City, NY
  • 03/2013 → 08/2020
    State Farm Insurance
    Garden City, NY
  • 08/2020 → Present
    State Farm Vp Management Corp
    Forest Hills, NY
  • 08/2020 → Present
    State Farm Insurance
    Forest Hills, NY
  • 04/2021 → Present
    State Farm Investment Management Corp
    Forest Hills, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-10
S63 Uniform Securities Agent State Law Examination 2001-10-29
  • S65 Uniform Investment Adviser Law Examination
    2019-05-10
  • S63 Uniform Securities Agent State Law Examination
    2001-10-29
Other Names
  • Beth Elizabeth Bergan
  • Beth Serrano
  • Elizabeth Catherine Serrano

View on SEC IAPD

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