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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 | 2024-10-22 |
| PA | RA | APPROVED | 2023-03-21 |
| NY | RA | APPROVED | 2023-03-20 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Phillip Wiliams Jr Insurance Agency | New Windsor | NY | 11/2004 | Present |
| State Farm Vp Management Corp | New Windsor | NY | 11/2004 | 03/2021 |
| State Farm Vp Management Corp | Warwick | NY | 11/2014 | 03/2021 |
| Phillip Wiliams Jr Insurance Agency | Warwick | NY | 11/2014 | Present |
| State Farm Vp Management Corp. | Vails Gate | NY | 04/2021 | Present |
| State Farm Vp Management Corp. | Warwick | NY | 04/2021 | Present |
| State Farm Investment Management Corp | New Windsor | NY | 03/2023 | Present |
1) PHICH 164 TEMPLE HILL LLC; INVESTMENT-RELATED; 164 TEMPLE HILL RD NEW WINDSOR NY 12553; RENTAL PROPERTIES; 100% OWNER; 6/1/14; 20 HR/MO; MANAGE THE GROUNDS OF THE PROPERTY, CONTROL OF THE CHECKBOOK, REVIEW BANK STATEMENTS, MAKE DEPOSITS IN THE CHECKING ACCOUNT, PAY BILLS/CO-SIGNOR ON CHECKING ACCOUNT. 2) PHICH Lending LLC; NON-INVESTMENT-RELATED; 164 TEMPLE HILL RD NEW WINDSOR NY 12553; QUICKEN MORTGAGES; 100% OWNER; 10/2020; 20 HR/MO; COMPLETE MORTGAGE APPLICATIONS, CONTROL OF THE CHECKBOOK, REVIEW BANK STATEMENTS, MAKE DEPOSITS IN THE CHECKING ACCOUNT, PAY BILLS/CO-SIGNOR ON CHECKING ACCOUNT. 3) PHICH Adventures LLC; INVESTMENT-RELATED; 164 TEMPLE HILL RD NEW WINDSOR NY 12553; CATAMARAN; 100% OWNER; 03/2021; 20 HR/MO; MAINTAIN AND SAIL CATAMARAN, CONTROL OF THE CHECKBOOK, REVIEW BANK STATEMENTS, MAKE DEPOSITS IN THE CHECKING ACCOUNT, PAY BILLS/CO-SIGNOR ON CHECKING ACCOUNT. 4) Phillip Williams's Insurance Agency; Insurance Agency; Investment-related; 164 Temple Hill Rd New Windsor, NY 12553; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/2001; 80; 80; Service customers and supervise employees 5) PHICH 40 ECHO LLC; investment-related; 40 Echo Ln Newburgh NY 12550; investment or commercial property; owner; president; 08/01/2024; 40; 20; Residential Property to live in seasonally and may rent out when not in personal use. Control of the checkbook, Review bank statements, Make deposits in the checking account, Pay bills/Co-Signor on checking account.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-08-17 |
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