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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
MI RA APPROVED 2019-07-11
  • MI RA
    APPROVED
    Since 2019-07-11

Branch Locations

37875 Mound Rd., Sterling Heights, MI 48310 • 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 Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Russ Vallee Insurance Agency Sterling Hts MI 01/2013 Present
State Farm Vp Management Corp Sterling Hts MI 01/2013 Present
State Farm Investment Management Corp. Sterling Heights MI 03/2019 Present
  • 01/2013 → Present
    Russ Vallee Insurance Agency
    Sterling Hts, MI
  • 01/2013 → Present
    State Farm Vp Management Corp
    Sterling Hts, MI
  • 03/2019 → Present
    Sterling Heights, MI
Other Businesses

1) Russell Vallee's Insurance Agency; Insurance Agency; Investment-related; 37875 Mound Rd Sterling Hts, MI 48310-4130; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2013; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-07-09
S63 Uniform Securities Agent State Law Examination 2012-06-16
  • S65 Uniform Investment Adviser Law Examination
    2019-07-09
  • S63 Uniform Securities Agent State Law Examination
    2012-06-16
Other Names
  • Russ Vallee

View on SEC IAPD

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