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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
CT RA APPROVED 2026-05-04
MA RA APPROVED 2025-04-03
NY RA APPROVED 2023-05-31
VT RA APPROVED 2023-05-31
  • CT RA
    APPROVED
    Since 2026-05-04
  • MA RA
    APPROVED
    Since 2025-04-03
  • NY RA
    APPROVED
    Since 2023-05-31
  • VT RA
    APPROVED
    Since 2023-05-31

Branch Locations

233 N Greenbush Rd, Troy, NY 12180 • United States

Cheshire, MA • 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 Yes
  • 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 Management Corp Watervliet NY 08/2009 05/2017
Kelly Wilber Insurance Agency Watervliet NY 10/2009 05/2017
Kelly Wilber Insurance Agency Latham NY 05/2017 01/2021
State Farm Vp Management Corp Latham NY 05/2017 01/2021
Kelly Mcgrath Insurance Agency Troy NY 01/2021 Present
State Farm Vp Management Corp Troy NY 01/2021 Present
State Farm Investment Management Corp Troy NY 05/2023 Present
  • 08/2009 → 05/2017
    State Farm Vp Management Corp
    Watervliet, NY
  • 10/2009 → 05/2017
    Kelly Wilber Insurance Agency
    Watervliet, NY
  • 05/2017 → 01/2021
    Kelly Wilber Insurance Agency
    Latham, NY
  • 05/2017 → 01/2021
    State Farm Vp Management Corp
    Latham, NY
  • 01/2021 → Present
    Kelly Mcgrath Insurance Agency
    Troy, NY
  • 01/2021 → Present
    State Farm Vp Management Corp
    Troy, NY
  • 05/2023 → Present
    Troy, NY
Other Businesses

1) Kelly McGrath's Insurance Agency; Investment-related; 233 N Greenbush Rd Troy, NY 12180-8546; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 10/01/2009; 80; 80; Service customers and supervise employees 2) KMC Capital Group LLC; Investment Related; 233 N Greenbush Rd Troy, NY 12180; Investment or Commercial Property; Owner; President; 04/24/2026; 6; 3; Personally Held Real Estate

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-22
S63 Uniform Securities Agent State Law Examination 2009-04-07
  • S65 Uniform Investment Adviser Law Examination
    2023-05-22
  • S63 Uniform Securities Agent State Law Examination
    2009-04-07
Other Names
  • Kelly Marie Mcgrath
  • Kelly Wilber
  • Kelly M Wilber

View on SEC IAPD

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