Thomas Roger Lepage

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

• 10/1998 → 01/2022
  Massachusetts Mutual Life Insurance Co
  Fall River, MA
• 11/1998 → 01/2022
  Mml Investors Services Inc
  Fall River, MA
• 09/1998 → 02/2022
  Hadley Insurit Group
  Fall River, MA
• 02/2022 → 12/2023
  Lpl Financial Llc
  Fall River, MA
• 01/2024 → 10/2025
  Osaic Instituions, Inc.
  Meriden, CT
• 12/2023 → 09/2025
  Baycoast Bank
  Swansea, MA
• 10/2025 → Present
  Chris Semans Insurance Agency
  Lady Lake, FL
• 12/2025 → Present
  State Farm Vp Management Corp
  Lady Lake, FL
• 12/2025 → Present
  State Farm Investment Management Corp
  Lady Lake, FL

Other Businesses

1) Chris Semans' Insurance Agency; Investment-related; 410 Highway 466 Lady Lake, FL 32159; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 09/25/2025; 80; 80; Service customers

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-03-19

Designations

• Chartered Financial Consultant

Other Names

• Tom Lepage
• Thomas Roger Jr Lepage
• Thomas Roger Lepage