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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-08-20 |
| CT | RA | APPROVED | 2021-06-11 |
Branch Locations
37 Wintonbury Mall, Bloomfield, CT 06002-2411 • United States
134 Main St. Ext Ste. 300, Middletown, CT 06457 • 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 | Bloomfield | CT | 11/2003 | Present |
| Curtis Smith Insurance Agency | Bloomfield | CT | 01/2006 | Present |
| State Farm Investment Management Corp. | Bloomfield | CT | 06/2021 | Present |
| Curtis Smith Insurance Agency | Middletown | CT | 10/2022 | Present |
| State Farm Vp Management Corp | Middletown | CT | 10/2022 | Present |
| State Farm Investment Management Corp. | Middletown | CT | 10/2022 | Present |
1) BLOOMFIELD ROTARY CLUB; NON-INVESTMENT-RELATED; 40 LOEFFLER RD, BLOOMFIELD, CT 06002; NON-PROFIT INTERNATIONAL ORGANIZATION; DIRECTOR 0%; 7/1/05; VOTE ON INVESTING IN CD'S OR MONEY MARKET ACCOUNTS (BANK PRODUCTS); 10 HRS/MOL; 4 HRS/MO. 2) Curtiss R Smith Insurance Agency; Investment-related; 37 Wintonbury Mall Bloomfield, CT 06002 and 134 Main Street Ext Ste 300 Middletown, CT 06457; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent;12/01/2003; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 2003-09-06 |
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