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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-11-19 |
| NY | RA | APPROVED | 2025-08-13 |
Branch Locations
615 Elmwood Ave, Buffalo, NY 14222 • United States
5838 S Transit Rd, Lockport, NY 14094 • United States
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dan Schmidt Insurance Agency | Buffalo | NY | 11/2010 | Present |
| State Farm Vp Management Corp. | Buffalo | NY | 11/2010 | 07/2020 |
| Dan Schmidt Insurance Agency | East Amherst | NY | 10/2016 | 09/2017 |
| State Farm Vp Management Corp. | East Amherst | NY | 10/2016 | 09/2017 |
| Dan Schmidt Insurance Agency | Getzville | NY | 09/2017 | 08/2022 |
| State Farm Vp Management Corp. | Getzville | NY | 09/2017 | 07/2020 |
| State Farm Vp Management Corp. | Buffalo | NY | 09/2021 | Present |
| State Farm Vp Management Corp. | Getzville | NY | 09/2021 | 08/2022 |
| Dan Schmidt Insurance Agency | Lockport | NY | 08/2022 | Present |
| State Farm Vp Management Corp. | Lockport | NY | 08/2022 | Present |
| State Farm Investment Management Corp | Lockport | NY | 05/2025 | Present |
| State Farm Investment Management Corp | Buffalo | NY | 05/2025 | Present |
1) VFJ Properties LLC; investment related; 5416 Murphy Rd Lockport NY 14094; Investment or Commercial property; owner; president; 09/30/2019; 16; 8; 100%, renting office space to legacy office and rental of residential apartments 2) Daniel Schmidt's Insurance Agency; Insurance Agency; Investment-related; 615 Elmwood Ave Buffalo, NY 14222-1811 and 5838 S Transit Rd Lockport, NY 14094-6318; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 11/01/2010; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 2010-06-19 |
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