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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
LA RA APPROVED 2019-02-26
  • LA RA
    APPROVED
    Since 2019-02-26

Branch Locations

1248 Camellia Blvd Suite A, Lafayette, LA 70508-6974 • 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
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
  • 10/1972 → Present
    Eugene Fortier Jr Insurance Agency
    Lafayette, LA
  • 02/1998 → Present
    State Farm Vp Management Corp.
    Lafayette, LA
  • 02/2019 → Present
    Lafayette, LA
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-26
  • S65 Uniform Investment Adviser Law Examination
    2019-02-26
Other Names
  • Gene Fortier

View on SEC IAPD

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