Michael Allen Lee

Current Employers

State Farm Investment Management Corp.

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

Current Registrations

Authority	Category	Status	Date
NH	RA	APPROVED	2024-10-25
ME	RA	APPROVED	2023-06-28

NH RA
APPROVED

Since 2024-10-25
ME RA
APPROVED

Since 2023-06-28

Branch Locations

328 Main St, Waterville, ME 04901 • 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

Organization	City	State	From	To
Michael Lee Insurance Agency	Waterville	ME	01/2009	Present
State Farm Vp Management Corp	Waterville	ME	01/2009	Present
State Farm Investment Management Corp	Waterville	ME	06/2023	Present

01/2009 → Present

Michael Lee Insurance Agency

Waterville, ME
01/2009 → Present

State Farm Vp Management Corp

Waterville, ME
06/2023 → Present

State Farm Investment Management Corp

Waterville, ME

Other Businesses

1) Michael Lee's Insurance Agency; Insurance Agency; Investment-related; 328 Main St Waterville, ME 04901-4921; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2009; 80; 80; Service customers and supervise employees. 2) RL Development LLC; Non-investment-related; 29 River Road, Benton, ME 04901; Investment or Commercial Property; Partner; Partner; 10/21/2014; 5; 0; plan construction project.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-06-24
S63	Uniform Securities Agent State Law Examination	2008-08-20

S65 Uniform Investment Adviser Law Examination

2023-06-24
S63 Uniform Securities Agent State Law Examination

2008-08-20

Other Names

Michael Lee

View on SEC IAPD