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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
DE RA APPROVED 2023-06-29
NJ RA APPROVED 2023-06-29
PA RA APPROVED 2023-06-29
  • DE RA
    APPROVED
    Since 2023-06-29
  • NJ RA
    APPROVED
    Since 2023-06-29
  • PA RA
    APPROVED
    Since 2023-06-29

Branch Locations

6198 Butler Pike Suite 105, Blue Bell, PA 19422 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Vivianna Lee Insurance Agency Blue Bell PA 10/2007 Present
State Farm Vp Management Corp Blue Bell PA 10/2007 Present
State Farm Investment Management Corp Blue Bell PA 11/2018 01/2021
State Farm Investment Management Corp Blue Bell PA 06/2023 Present
Other Businesses

1) Vivianna Hwang's Insurance Agency; Insurance Agency; Investment-related; 6198 Butler Pike Ste 105 Blue Bell, PA 19422-2607; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 10/1/2007; 80; 80; Service customers and supervise employees 2) Vivianna Hwang - Personally Held Real Estate - Property #1; Investment Related; 537 Broxton CT Harleysville, PA 19438; Investment or Commercial Property; Owner; None; 03/31/2022; 1; 0; Personally Held Real Estate 3) Personally Held Real Estate - Property #2; Investment Related; 210 Brookwood Dr Ambler, PA 19002; Investment or Commercial Property; Owner; None; 04/01/2013; 1; 0; Personally Held Real Estate

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-26
S63 Uniform Securities Agent State Law Examination 2007-05-25
  • S65 Uniform Investment Adviser Law Examination
    2023-06-26
  • S63 Uniform Securities Agent State Law Examination
    2007-05-25
Other Names
  • Vivianna Lee

View on SEC IAPD

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