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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-03-28 |
Branch Locations
4229 Northern Pike, Monroeville, PA 15146-2754 • 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 |
|---|---|---|---|---|
| State Farm Vp Management Corp. | Monroeville | PA | 07/2000 | Present |
| Andrew Capets Insurance Agency | Monroeville | PA | 07/2001 | Present |
| State Farm Investment Management Corp | Monroeville | PA | 12/2018 | Present |
1) Trafford Historical Society, non-investment related,416 Brinton Ave Tafford PA 15085; Membership/Civic/Fraternal Organization; 07-06-2016, This is a new history club or historical society. President; 5;0. 2) Self-Publishing Book; non-investment related, 2257 Lindale Court N Huntingdon PA 15642; Retail; owner, 09-11-2017, 100%, I am using this form to advise of the release of a self-published book that will be sold on Amazon.com and my website goodwargreatmen.com The book has not yet been published. It will be available in print within the next 30 days. commission, After the book is published I will offer speaking engagements/lectures at local historical societies looking to commemorate the 100th Anniversary of World War I. No fee will be collected for speaking. Books will be offered for sale at the lectures. 12hr/mo.; 0hr/mo. 3) Trafford Historical Society; non-investment related; 416 Brinton Ave, Trafford 15085, The Trafford Historical Society has been established as a non-profit organization for the purposes of preserving the history of Trafford, Pennsylvania, and its early settlements in Westmoreland County. The Society will aid in the recovery and preservation of artifacts, relics, photographs, documents and historic sites. The Society shall maintain and preserve these documents, artifacts, relics, and photographs deemed appropriate and approved by the Board of Directors. ; President and officer; 12/12/2019; 5;0. 4) Trafford American Legion Post 331; non-investment-related; 216 Cavitt Ave., Trafford, PA, 15085; membership, fraternal, civic organization; officer; Second Vice Commander; 8/10/21; 5; 0; The second vice commander is responsible for building an atmosphere in which Legionnaires have fun while accomplishing the mission of your American Legion post help run operations to spice up meetings and attract members to the post, fill the social calendar months in advance with activities designed to engage members, contact other veterans and civic groups to verify each patriotic holiday and observance receives the respect it deserves, look for ways to involve members in post activities, operations and programs to assist the first vice commander by providing improved member retention. 5) Andrew Capets's Insurance Agency; Insurance Agency; Investment-related; 4229 Northern Pike Monroeville, PA 15146-2754; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 7/1/2000; 80; 80; Service customers and supervise employees 6) Andrew Capets - Property #1 (Personally Held Real Estate); investment-related; 4229 Northern Pike Monroeville, PA 15146; Investment or Commercial Property; Owner; none;03/23/2004; 4; 0; Duties: Personally Held Real Estate
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-25 |
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