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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-07 |
| CT | RA | APPROVED | 2024-05-20 |
| PA | RA | APPROVED | 2024-05-20 |
| NY | RA | APPROVED | 2023-02-27 |
Branch Locations
100 W Suffolk Ave Ste C, Central Islip, NY 11722-2169 • United States
801 County Road 39 Suite 11, Southampton, NY 11968 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Lindenhurst | NY | 11/2006 | 01/2018 |
| Primerica Financial Services | Lindenhurst | NY | 09/2006 | 01/2018 |
| The Ross School | East Hampton | NY | 11/2014 | 06/2017 |
| Creative Financial Staffing | New York | NY | 11/2017 | 12/2017 |
| James Grossi Insurance Agency | Southampton | NY | 07/2018 | Present |
| State Farm Vp Management Corp | Southampton | NY | 12/2018 | Present |
| State Farm Insurance | Bloomington | IL | 02/2018 | 06/2018 |
| State Farm Investment Management Corp | Southampton | NY | 02/2023 | Present |
| James Grossi Insurance Agency | Central Islip | NY | 03/2026 | Present |
| State Farm Investment Management Corp | Central Islip | NY | 03/2026 | Present |
| State Farm Vp Management Corp | Central Islip | NY | 03/2026 | Present |
1) James Grossi's Insurance Agency; Investment-related; 801 County Road 39 Ste 11 Southampton, NY 11968-5200 and 100 W Suffolk Ave Ste C Central Islip, NY 11722-2169; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 07/01/2018; 80; 80; Service customers and supervise employees 2) Soundview Pregnancy Services; Non-investment-related; Non-profit pregnancy center; 17975 Hempstead Turnpike, Ste 304 East Meadow NY 11554; Board Member. Treasurer; 9/19/2022; 4; 0; Financial advice to include things like P&L Management, Audit Liaison, financial statement interpretation, etc. No investment related advice.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-08 |
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