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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
PA RA APPROVED 2025-04-23
DE RA APPROVED 2025-04-21
NJ RA APPROVED 2025-04-03
  • PA RA
    APPROVED
    Since 2025-04-23
  • DE RA
    APPROVED
    Since 2025-04-21
  • NJ RA
    APPROVED
    Since 2025-04-03

Branch Locations

41 S Haddon Ave Ste 8, Haddonfield, NJ 08033 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Philadelphia PA 02/2015 03/2019
Fidelity Personal And Workplace Advisors Boston MA 07/2018 03/2019
Jp Morgan Chase Bank, N.A. Philadelphia PA 03/2019 06/2020
Jp Morgan Securities Llc Philadelphia PA 03/2019 06/2020
Jpmorgan Chase Marlton NJ 03/2019 06/2020
Tavarez Appraisal Hammonton NJ 06/2020 12/2021
Haddonfield Financial Planning Llc Hammonton NJ 10/2020 05/2023
Appraiser Network Llc Haddonfield NJ 11/2021 03/2025
Securities America, Inc. Haddonfield NJ 05/2023 06/2024
Wealth Management Associates Haddonfield NJ 06/2023 03/2025
Jaimee Hammer, Ea Haddonfield NJ 01/2023 04/2023
Osaic Wealth, Inc. Haddonfield NJ 06/2024 03/2025
State Farm Insurance Hammonton NJ 03/2025 07/2025
State Farm Vp Management Corp. Hammonton NJ 04/2025 07/2025
State Farm Investment Management Corp Hammonton NJ 03/2025 07/2025
State Farm Vp Management Corp. Haddonfield NJ 08/2025 Present
State Farm Investment Management Corp Haddonfield NJ 08/2025 Present
Max Wilson Insurance Agency Haddonfield NJ 08/2025 Present
  • 02/2015 → 03/2019
    Fidelity Brokerage Services Llc
    Philadelphia, PA
  • 07/2018 → 03/2019
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2019 → 06/2020
    Jp Morgan Chase Bank, N.A.
    Philadelphia, PA
  • 03/2019 → 06/2020
    Philadelphia, PA
  • 03/2019 → 06/2020
    Jpmorgan Chase
    Marlton, NJ
  • 06/2020 → 12/2021
    Tavarez Appraisal
    Hammonton, NJ
  • 10/2020 → 05/2023
    Hammonton, NJ
  • 11/2021 → 03/2025
    Appraiser Network Llc
    Haddonfield, NJ
  • 05/2023 → 06/2024
    Securities America, Inc.
    Haddonfield, NJ
  • 06/2023 → 03/2025
    Wealth Management Associates
    Haddonfield, NJ
  • 01/2023 → 04/2023
    Jaimee Hammer, Ea
    Haddonfield, NJ
  • 06/2024 → 03/2025
    Osaic Wealth, Inc.
    Haddonfield, NJ
  • 03/2025 → 07/2025
    State Farm Insurance
    Hammonton, NJ
  • 04/2025 → 07/2025
    State Farm Vp Management Corp.
    Hammonton, NJ
  • 03/2025 → 07/2025
    Hammonton, NJ
  • 08/2025 → Present
    State Farm Vp Management Corp.
    Haddonfield, NJ
  • 08/2025 → Present
    Haddonfield, NJ
  • 08/2025 → Present
    Max Wilson Insurance Agency
    Haddonfield, NJ
Previous Registrations
Other Businesses

1) Max Wilson's Insurance Agency; Investment-related; 41 S Haddon Ave Ste 8 Haddonfield, NJ 0803; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent;08/01/2025; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-06-09
S66 Uniform Combined State Law Examination 2015-04-06
  • S63 Uniform Securities Agent State Law Examination
    2023-06-09
  • S66 Uniform Combined State Law Examination
    2015-04-06
Other Names
  • Maximilian D. Wilson
  • Maximilian D Wilson
  • Max Wilson

View on SEC IAPD

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