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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
DE RA APPROVED 2026-03-02
NY RA APPROVED 2025-05-30
PA RA APPROVED 2025-04-29
NJ RA APPROVED 2024-12-05
  • DE RA
    APPROVED
    Since 2026-03-02
  • NY RA
    APPROVED
    Since 2025-05-30
  • PA RA
    APPROVED
    Since 2025-04-29
  • NJ RA
    APPROVED
    Since 2024-12-05

Branch Locations

27 Chestnut Street Suite 2, Ridgewood, NJ 07450 • United States

8 Brookside Ave Suite 1, Caldwell, NJ 07006 • 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 Caldwell NJ 01/2012 Present
Carlos Capellan Insurance Agency Caldwell NJ 01/2012 Present
State Farm Investment Management Corp Caldwell NJ 12/2024 Present
State Farm Vp Management Corp Ridgewood NJ 04/2025 Present
State Farm Investment Management Corp Ridgewood NJ 04/2025 Present
Carlos Capellan Insurance Agency Ridgewood NJ 04/2025 Present
  • 01/2012 → Present
    State Farm Vp Management Corp
    Caldwell, NJ
  • 01/2012 → Present
    Carlos Capellan Insurance Agency
    Caldwell, NJ
  • 12/2024 → Present
    Caldwell, NJ
  • 04/2025 → Present
    State Farm Vp Management Corp
    Ridgewood, NJ
  • 04/2025 → Present
    Ridgewood, NJ
  • 04/2025 → Present
    Carlos Capellan Insurance Agency
    Ridgewood, NJ
Other Businesses

1) Carlos Capellan's Insurance Agency; Investment-related; 266 Bloomfield Ave Caldwell, NJ 07006-5101 and 27 Chestnut Street Suite 2 Ridgewood NJ 07450; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2012; 80; 80; Service customers and supervise employees 2) CAG Property MGT LLC; Investment-Related; 8 Brookside Ave Caldwell NJ 07006; Investment or Commercial Property; Owner; Owner; 09/01/2021; 4; 0; office space will house agency and one residential apartment upstairs

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-04-17
S65 Uniform Investment Adviser Law Examination 2024-11-26
  • S63 Uniform Securities Agent State Law Examination
    2025-04-17
  • S65 Uniform Investment Adviser Law Examination
    2024-11-26

View on SEC IAPD

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