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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
MD RA APPROVED 2023-07-10
PA RA APPROVED 2023-07-10
VA RA APPROVED 2023-07-10
WV RA APPROVED 2022-12-21
  • MD RA
    APPROVED
    Since 2023-07-10
  • PA RA
    APPROVED
    Since 2023-07-10
  • VA RA
    APPROVED
    Since 2023-07-10
  • WV RA
    APPROVED
    Since 2022-12-21

Branch Locations

111 W Liberty St, Charles Town, WV 25414 • 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 Managment Corp Martinsburg WV 10/2022 05/2023
State Farm Insurance Martinsburg WV 10/2022 05/2023
First Citizens Bank Winchester VA 10/2021 10/2022
Bank Of Clarke County Winchester VA 09/2019 10/2021
Mvb Bank Martinsburg WV 09/2012 09/2019
State Farm Investment Management Corp Martinsburg WV 12/2022 05/2023
Joe Russo Insurance Agency Charles Town WV 05/2023 Present
State Farm Investment Management Corp Charles Town WV 05/2023 Present
State Farm Vp Managment Corp Charles Town WV 05/2023 Present
  • 10/2022 → 05/2023
    State Farm Vp Managment Corp
    Martinsburg, WV
  • 10/2022 → 05/2023
    State Farm Insurance
    Martinsburg, WV
  • 10/2021 → 10/2022
    First Citizens Bank
    Winchester, VA
  • 09/2019 → 10/2021
    Bank Of Clarke County
    Winchester, VA
  • 09/2012 → 09/2019
    Mvb Bank
    Martinsburg, WV
  • 12/2022 → 05/2023
    Martinsburg, WV
  • 05/2023 → Present
    Joe Russo Insurance Agency
    Charles Town, WV
  • 05/2023 → Present
    Charles Town, WV
  • 05/2023 → Present
    State Farm Vp Managment Corp
    Charles Town, WV
Other Businesses

1) Joe Russo's Insurance Agency; Investment-related; 111 W Liberty St Charles Town WV 25414; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 05/01/2023; 80; 80; Service customers and supervise employees 2) Boomba Bros LLC; non-investment-related; 183 Forgotten Rd, Martinsburg, WV 25403; Retail; Owner; no title; 04/01/2022; 3; 0; Online novelty shirts and items.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-14
S63 Uniform Securities Agent State Law Examination 2022-10-31
  • S65 Uniform Investment Adviser Law Examination
    2022-12-14
  • S63 Uniform Securities Agent State Law Examination
    2022-10-31
Other Names
  • Joseph Russo

View on SEC IAPD

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