Gregory Leo Daniels

Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2018 → Present
  State Farm Vp Management Corp
  Newark, NJ
• 05/2006 → Present
  Greg Daniels Insurance Agency
  Newark, NJ
• 01/2019 → Present
  State Farm Investment Management Corp
  Newark, NJ

Other Businesses

1) Rocket Mortgage; Investment-related; 681 1/2 Mt Prospect Ave Newark, NJ 07104-3184Mortgage Loan Originator/Broker; Mortgage Loan Origination; Start Date of relationship 06/12/2020; Compensation: Commission; No. of hours per month: 15; Duties - The registered representative will originate mortgage loans as part of this activity. As a result of this role, the RR may also be considered a branch manager, which may include performing certain administrative duties and receiving compensation on the other agents' mortgage business. The registered representative may lease or sublease a portion of the registered representative's office space to the company. 2. Gregory Daniels's Insurance Agency; Insurance Agency; Investment-related; 488 Mount Prospect Ave Newark, NJ 07104-2904; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 05/01/2006; 80; 80; Service customers and supervise employees

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-05-01
• S63 Uniform Securities Agent State Law Examination
  2018-10-22

Other Names

• Greg Daniels