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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
TX RA APPROVED 2023-08-03
  • TX RA
    APPROVED
    Since 2023-08-03

Branch Locations

130 Col Etheredge Blvd Suite D1, Huntsville, TX 77340 • 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
State Farm Vp Management Corp Huntsville TX 03/2012 Present
Joseph Monteleone Insurance Agency Huntsville TX 03/2012 Present
State Farm Investment Management Corp Huntsville TX 08/2023 Present
  • 03/2012 → Present
    State Farm Vp Management Corp
    Huntsville, TX
  • 03/2012 → Present
    Joseph Monteleone Insurance Agency
    Huntsville, TX
  • 08/2023 → Present
    Huntsville, TX
Other Businesses

1) Joseph Monteleone's Insurance Agency; Insurance Agency; Investment-related; 130 Col Etheredge Blvd Ste D1 Huntsville, TX 77340-4222; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 03/01/2012; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-13
S63 Uniform Securities Agent State Law Examination 2011-07-11
  • S65 Uniform Investment Adviser Law Examination
    2023-07-13
  • S63 Uniform Securities Agent State Law Examination
    2011-07-11
Other Names
  • Joe Lewis Monteleone
  • Joey Lewis Monteleone

View on SEC IAPD

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