Best Investors Account Sign in
Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-12-23
  • GA RA
    APPROVED
    Since 2024-12-23

Branch Locations

110 Huntington Park Drive Ste A, Fayetteville, GA 30214 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rovisys Southborough MA 05/2015 04/2018
Planit Manufacturing Llc Bristol CT 04/2018 11/2022
State Farm Insurance Peachtree City GA 12/2024 05/2025
State Farm Vp Management Corp Peachtree City GA 12/2024 05/2025
Rovisys Peachtree City GA 11/2022 11/2024
State Farm Investment Management Corp Peachtree City GA 12/2024 05/2025
State Farm Investment Management Corp Fayetteville GA 06/2025 Present
State Farm Vp Management Corp Fayetteville GA 06/2025 Present
James O'REgan Insurance Agency Fayetteville GA 06/2025 Present
  • 05/2015 → 04/2018
    Rovisys
    Southborough, MA
  • 04/2018 → 11/2022
    Planit Manufacturing Llc
    Bristol, CT
  • 12/2024 → 05/2025
    State Farm Insurance
    Peachtree City, GA
  • 12/2024 → 05/2025
    State Farm Vp Management Corp
    Peachtree City, GA
  • 11/2022 → 11/2024
    Rovisys
    Peachtree City, GA
  • 12/2024 → 05/2025
    Peachtree City, GA
  • 06/2025 → Present
    Fayetteville, GA
  • 06/2025 → Present
    State Farm Vp Management Corp
    Fayetteville, GA
  • 06/2025 → Present
    James O'REgan Insurance Agency
    Fayetteville, GA
Other Businesses

1) James O'Regan's Insurance Agency; Investment-related; 110 Huntington Park Drive STE A, Fayetteville, GA 30214; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner/Operator; Agent; 06/01/2025; 80; 80; Service customers and supervise employees 2) Marcelino Accounting Services LLC; non-investment-related; 735 S Fairfield Dr., Peachtree City, GA 30269; bookkeeping services; owner; 07/02/2024; 0;0; bookkeeping

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-12-31
S65 Uniform Investment Adviser Law Examination 2024-12-09
  • S63 Uniform Securities Agent State Law Examination
    2024-12-31
  • S65 Uniform Investment Adviser Law Examination
    2024-12-09
Other Names
  • James Ofria
  • James Dalton

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Fayetteville, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor