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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-06 |
| ME | RA | APPROVED | 2023-05-01 |
Branch Locations
305 Kennedy Memorial Drive, Waterville, ME 04901 • United States
Juno Beach, FL • United States
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 |
|---|---|---|---|---|
| John Fortier Insurance Agency | Waterville | ME | 01/1980 | Present |
| State Farm Vp Management Corp | Wateville | ME | 03/2011 | Present |
| State Farm Investment Management Corp | Waterville | ME | 04/2023 | Present |
1) Oak Harbor Condominium; Association; non-investment-related; 300 Oak Harbor Drive Juno Beach FL 33408; Residential Unit owner Condominium Association consisting of 36 living units which are mostly owner accoupled. Condo 1 is alongside and part of 5 sub associations and part of a Master Condominium Association (back-room management) that manages the affairs of all the sub associations.; 04/07/2021; Owner Treasurer; 1;0 2) John Fortier's Insurance Agency; Insurance Agency; Investment-related; 305 Kennedy Memorial Dr Waterville, ME 04901-4535; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/1980; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-09 |
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