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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
NY RA APPROVED 2024-10-23
PA RA APPROVED 2023-07-13
  • NY RA
    APPROVED
    Since 2024-10-23
  • PA RA
    APPROVED
    Since 2023-07-13

Branch Locations

16559 State Route 706 #1A, Montrose, PA 18801 • 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 Montrose PA 01/2011 Present
Timothy Carpenter Insurance Agency Montrose PA 01/2011 Present
State Farm Investment Management Corp Montrose PA 07/2023 Present
  • 01/2011 → Present
    State Farm Vp Management Corp
    Montrose, PA
  • 01/2011 → Present
    Timothy Carpenter Insurance Agency
    Montrose, PA
  • 07/2023 → Present
    Montrose, PA
Other Businesses

1) TWIN SPORTS; INVESTMENT-RELATED; 48 MAPLE STREET, GREAT BEND,336 HAUSBROOK HEIGHTS RD SUSQUEHANNA PA 18847; Investment or Commercial Property. REAL ESTATE; OWNER; 8 HRS/MO, 0 DURING TRADING HRS; LEASING, RENTING, PROPERTY MAINTENANCE AND TASKS RELATED TO RENTAL PROPERTY. Control of the checkbook, Make deposits in the checking account, Pay bills/ Co-Signor on checking account , MANAGEMENT OF BUSINESS OPERATION, LEASE AGREEMENT, TENANT MEETING, COORDINATION OF REPAIR AND MAINTENANCE, 8hr/mo 0hr/mo 2) Timothy Carpenter's Insurance Agency; Insurance Agency; Investment-related; 16559 State Route 706 # 1A Montrose, PA 18801-8850; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2011; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-29
S63 Uniform Securities Agent State Law Examination 2010-08-20
  • S65 Uniform Investment Adviser Law Examination
    2023-06-29
  • S63 Uniform Securities Agent State Law Examination
    2010-08-20
Other Names
  • Tim Carpenter

View on SEC IAPD

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