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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2024-11-15 |
| NJ | RA | APPROVED | 2021-11-05 |
| NY | RA | APPROVED | 2021-11-05 |
| PA | RA | APPROVED | 2021-11-05 |
Branch Locations
1955 Springfield Ave, Maplewood, NJ 07040 • United States
Somerset, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Red Bank | NJ | 06/2016 | 03/2020 |
| State Farm Vp Managment Corp | Maplewood | NJ | 10/2021 | Present |
| State Farm Investment Management Corp | Maplewood | NJ | 11/2021 | Present |
| Michelle Josias Insurance Agency | Maplewood | NJ | 09/2020 | Present |
| State Farm Insurance | Somerset | NJ | 03/2020 | 08/2020 |
1) Mercer County Estate Planning Council of NJ / 77 Tamarack Circle, Skillman, NJ 08558 / United States / http://www.mcepcnj.org/council/about / No / Association (e.g. Trade or Industry, Sport) / Financial (Consumer & Investment Services) / "The Mercer County Estate Planning Council is a non-profit organization dedicated to the advancement of the field of Estate Planning. Our members consist of accountants, attorneys, financial planners, life underwriters, trust officers, as well as other professionals involved in Estate Planning. 2) The Mercer County Estate Planning Council is one of over 200 local estate planning councils affiliated with The National Association of Estate Planners & Councils (NAEPC). For a directory of all affiliated councils, visit www.naepc.org/search_councils.web . The NAEPC is a national organization of professional estate planners and affiliated Estate Planning Councils focused on establishing and monitoring the highest professional and educational standards. NAEPC fosters public awareness of the quality services rendered by professionals who meet these standards. NAEPC builds a team approach involving cross-professional disciplines to better serve the public's need in estate planning." / Member of Board of directors / Secretary - taking minutes, assisting with coordination of quarterly meetings / No/ Start Date 7/1/2019 3) Michelle Josias' Insurance Agency; Insurance Agency; Investment-related; 1955 Springfield Ave Maplewood, NJ 07040-3441; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 09/01/2020; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-04 |
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