Best Investors Account Sign in
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 2023-05-31
  • NY RA
    APPROVED
    Since 2023-05-31

Branch Locations

11297 Maple Ridge Rd, Medina, NY 14103 • United States

8331 Lewiston Rd, Batavia, NY 14020 • United States

Brockport, NY • 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
State Farm Vp Management Corp Batavia NY 03/2003 Present
Mark Lewis Insurance Agency Batavia NY 03/2003 Present
Mark Lewis Insurance Agency Medina NY 12/2022 Present
State Farm Vp Management Corp Medina NY 12/2022 Present
State Farm Investment Management Corp Batavia NY 05/2023 Present
State Farm Investment Management Corp Medina NY 05/2023 Present
  • 03/2003 → Present
    State Farm Vp Management Corp
    Batavia, NY
  • 03/2003 → Present
    Mark Lewis Insurance Agency
    Batavia, NY
  • 12/2022 → Present
    Mark Lewis Insurance Agency
    Medina, NY
  • 12/2022 → Present
    State Farm Vp Management Corp
    Medina, NY
  • 05/2023 → Present
    Batavia, NY
  • 05/2023 → Present
    Medina, NY
Other Businesses

1) BROCKPORT LOFTS, LLC; NON-INVESTMENT-RELATED; 73 TALAMORA TRAIL, BROCKPORT, NY 14420; INVESTMENT OR COMMERCIAL PROPERTY; 100% SOLE MEMBER; 1/18/11; 10 HRS/MO; 5 HRS/MO; GENERALLY, OVERSEE AND MANAGE 2 BUILDINGS AND THE RENTAL UNITS WITHIN. 2) Kiwanis of Batavia; Non-Investment Related; West Main St Batavia NY 14020; president; 10-01-2018; 5hr/mo. 3hr/mo.; Kiwanis Club raises money to sponsor youth programs in the community, serving a 1-year term as President beginning 10/1/18, Organize and conduct membership meetings. 3) Mark Lewis's Insurance Agency; Insurance Agency; Investment-related; 8331 Lewiston Rd Batavia, NY 14020-1200; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 10/01/1999; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-18
S63 Uniform Securities Agent State Law Examination 2000-08-22
  • S65 Uniform Investment Adviser Law Examination
    2023-05-18
  • S63 Uniform Securities Agent State Law Examination
    2000-08-22

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Medina, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor