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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
DE RA APPROVED 2020-06-09
NJ RA APPROVED 2019-02-20
PA RA APPROVED 2019-02-15
  • DE RA
    APPROVED
    Since 2020-06-09
  • NJ RA
    APPROVED
    Since 2019-02-20
  • PA RA
    APPROVED
    Since 2019-02-15

Branch Locations

7124 Germantown Ave, Philadelphia, PA 19119-1837 • United States

460 Germantown Pike, Lafayette Hill, PA 19444-1805 • 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
Lori Henry Insurance Agency Lafayette Hill PA 04/2001 Present
State Farm Vp Management Corp. Lafayette Hill PA 04/2000 Present
State Farm Investment Management Corp. Lafayette Hill PA 07/2009 03/2017
State Farm Investment Management Corp Lafayette Hill PA 02/2019 Present
State Farm Investment Management Corp Philadelphia PA 05/2026 Present
Lori Henry Insurance Agency Philadelphia PA 05/2026 Present
State Farm Vp Management Corp. Philadelphia PA 05/2026 Present
Previous Registrations
Other Businesses

1) Lori Henry Insurance Agency; Investment-related; 460 Germantown Pike Lafayette Hl, PA 19444-1805 and 7124 Germantown Ave Philadelphia, PA 19119-1837; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 04/01/2000; 80; 80; Service customers and supervise employees. 2) 204 Edinburgh Way LLC; Investment-related; 204 Edinburgh Way Oxford MS 38655; Investment or Commercial Property; Owner; None; 01/20/2023; 1; 0; review bank statements, authorize repairs and tenants, residential Condo in Oxford MS, will rent as Airbnb starting in August when tenants move out.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-11-19
  • S63 Uniform Securities Agent State Law Examination
    1999-11-19
Designations

View on SEC IAPD

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