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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2019-02-26 |
Branch Locations
1248 Camellia Blvd Suite A, Lafayette, LA 70508-6974 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eugene Fortier Jr Insurance Agency | Lafayette | LA | 10/1972 | Present |
| State Farm Vp Management Corp. | Lafayette | LA | 02/1998 | Present |
| State Farm Investment Management Corp | Lafayette | LA | 02/2019 | Present |
1) UNIVERSITY OF LOUISIANA AT LAFAYETTE FOUNDATION; NON-INVESTMENT-RELATED; 705 ST. MARY BLV LAFAYETTE LA 70504; THE MISSION OF THE UNIVERSITY OF LOUSIANA AT LAFAYETTE FOUNDATION IS TO PROMOTE THE EDUCATIONAL, SOCIAL, MORAL, AND MATERIAL WELFARE OF THE UNIVERSITY OF LOUISIANA AT LAFAYETTE BY ASSISTING IN THE ACQUISITION OF DONATIONS, MANAGING AND IVESTING THE DONATIONS MADE TO THE UNIVERSITY, AND PROMOTING THE STEWARSHIP OF DONORS TO IMPROVE THE QUALITY OF SERVICE PROVIDED BY THE UNIVERSITY TO ITS STUDENTS AND THE REGIONS SERVED., 03-19-2015, TRUSTEE, 3HR/MO; 1HR/MO; MEMBER OF AN INVESTMENT COMMITTEE, VOTE ON TRADE ACTIVITY (WHAT TO INVEST IN OR FUND ALLOCATIONS) WITHIN AND INVESTMENT PORTFOLIO THAT CONTAINS SECURITIES HELD BY THIS ENTITY, IN YOUR ROLE, PROVIDE FINANCIAL ADVICE TO A COMMITTEE OR BOARD 2) Gene Fortier's Insurance Agency; Insurance Agency; Investment-related; 1248 Camellia Blvd Ste A Lafayette, LA 70508-6974; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 10/01/1972; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-26 |
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