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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 2025-11-19
NY RA APPROVED 2025-08-13
  • PA RA
    APPROVED
    Since 2025-11-19
  • NY RA
    APPROVED
    Since 2025-08-13

Branch Locations

615 Elmwood Ave, Buffalo, NY 14222 • United States

5838 S Transit Rd, Lockport, NY 14094 • United States

Disclosures

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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
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
  • 11/2010 → Present
    Dan Schmidt Insurance Agency
    Buffalo, NY
  • 11/2010 → 07/2020
    State Farm Vp Management Corp.
    Buffalo, NY
  • 10/2016 → 09/2017
    Dan Schmidt Insurance Agency
    East Amherst, NY
  • 10/2016 → 09/2017
    State Farm Vp Management Corp.
    East Amherst, NY
  • 09/2017 → 08/2022
    Dan Schmidt Insurance Agency
    Getzville, NY
  • 09/2017 → 07/2020
    State Farm Vp Management Corp.
    Getzville, NY
  • 09/2021 → Present
    State Farm Vp Management Corp.
    Buffalo, NY
  • 09/2021 → 08/2022
    State Farm Vp Management Corp.
    Getzville, NY
  • 08/2022 → Present
    Dan Schmidt Insurance Agency
    Lockport, NY
  • 08/2022 → Present
    State Farm Vp Management Corp.
    Lockport, NY
  • 05/2025 → Present
    Lockport, NY
  • 05/2025 → Present
    Buffalo, NY
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-13
S63 Uniform Securities Agent State Law Examination 2010-06-19
  • S65 Uniform Investment Adviser Law Examination
    2025-08-13
  • S63 Uniform Securities Agent State Law Examination
    2010-06-19
Other Names
  • Dan Schmidt

View on SEC IAPD

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