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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-05-17 |
| PA | RA | APPROVED | 2023-05-17 |
Branch Locations
252 W Swamp Rd Suite 21, Doylestown, PA 18901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp. | Doylestown | PA | 03/2001 | Present |
| Shawn Velez Insurance Agency | Doylestown | PA | 03/2001 | Present |
| State Farm Investment Management Corp | Doylestown | PA | 05/2023 | Present |
1) Hilltown Chase HOA; non-investment-related; 34 Paige tr Perkasie PA 18944; Association/Committee/Council; 01-01-2007; president, officer; Pay bills/Co-Signor on checking account; approve budget and handle homeowner complaints and concerns 0;1. 2) Shawn Velez's Insurance Agency; Insurance Agency; Investment-related; 75 W Ashland St Ste A Doylestown, PA 18901-4140; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 03/01/2000; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-14 |
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