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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 2023-05-12
  • NY RA
    APPROVED
    Since 2023-05-12

Branch Locations

1145 Route 55 Suite #2, Lagrangeville, NY 12540 • 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
Eric Plese Insurance Agency Lagrangeville NY 05/2010 Present
State Farm Vp Management Corp. Lagrangeville NY 05/2010 Present
State Farm Investment Management Corp Lagrangeville NY 05/2023 Present
  • 05/2010 → Present
    Eric Plese Insurance Agency
    Lagrangeville, NY
  • 05/2010 → Present
    State Farm Vp Management Corp.
    Lagrangeville, NY
  • 05/2023 → Present
    Lagrangeville, NY
Other Businesses

1) Eric Plese's Insurance Agency; Insurance Agency; Investment-related; 1145 Route 55 Ste 2 Lagrangeville, NY 12540-5042; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 05/01/2010; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-03
S63 Uniform Securities Agent State Law Examination 2008-11-08
  • S65 Uniform Investment Adviser Law Examination
    2023-05-03
  • S63 Uniform Securities Agent State Law Examination
    2008-11-08
Other Names
  • Eric Plese

View on SEC IAPD

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