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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2023-04-13 |
| MD | RA | APPROVED | 2023-04-13 |
| PA | RA | APPROVED | 2023-04-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Daniel Burton Insurance Agency | Lancaster | PA | 01/2015 | 10/2017 |
| State Farm Vp Management Corp | Lancaster | PA | 01/2015 | 10/2017 |
| Daniel Burton Insurance Agency | East Petersburg | PA | 10/2017 | Present |
| State Farm Vp Management Corp | East Petersburg | PA | 10/2017 | Present |
| State Farm Investment Management Corp | East Petersburg | PA | 04/2023 | Present |
1) Cocalico School District; non-investment related; 800 S 4th At. Denver PA 17517; Sports worker. Help school with sports related activities. Employee; 02/01/2021; 1;0. 2) Daniel Burton's Insurance Agency; Insurance Agency; Investment-related; 5313 Main St Ste A E Petersburg, PA 17520-1609; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 1/1/2015; 80; 80; Service customers and supervise employees 3) Burton for PA; non-investment related; 2 Cranberry Cir Denver PA 17517; Public Service; 07/19/2022; other; none; 60; 6; control of the checkbook, make deposits in the checking account, pay bills/co-signor on checking account, review bank statements, running for congressional office for 2024 election - still need to register with the FEC, but planning to do so soon 4) Pathways School; non-investment related; 414 Long Lane East Earl PA 17519; Education; Director (includes sitting on Board of Directors); Treasurer; 03/02/2023; 4; 0; homeschool hybrid program for students' education, review bank statements, Member of a Finance Committee, account reconciliation monthly, vote with regard to future path of school and fundraising opportunities, termination of employment votes, etc. standard school board operations. 5) Epysa/Lanco Soccer; Investment-Related; 800 south 4th St Denver pa 17517; Other; referee; 06/30/2017; 2hrs; soccer game referee 6) East Cocalico Township; non-investment-related; 100 hill rd. Denver, PA 17517; Public Service; Elected Official; none; 1/2/2024; 10; 1; Duties: which votes on the selection/retention of the broker for the pension of the Township. 7) Daniel Burton Jr - Property #1 (Personally Held Real Estate); Investment-related; 316 summer mountain rd. New Ringgold, PA 17960; Investment or Commercial Property; Owner; none; 12/31/2022; 1; 0; Duties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-26 |
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