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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 2023-04-13
MD RA APPROVED 2023-04-13
PA RA APPROVED 2023-04-13
  • DE RA
    APPROVED
    Since 2023-04-13
  • MD RA
    APPROVED
    Since 2023-04-13
  • PA RA
    APPROVED
    Since 2023-04-13

Branch Locations

5313 Main St Ste A, E Petersburg, PA 17520 • 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
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
  • 01/2015 → 10/2017
    Daniel Burton Insurance Agency
    Lancaster, PA
  • 01/2015 → 10/2017
    State Farm Vp Management Corp
    Lancaster, PA
  • 10/2017 → Present
    Daniel Burton Insurance Agency
    East Petersburg, PA
  • 10/2017 → Present
    State Farm Vp Management Corp
    East Petersburg, PA
  • 04/2023 → Present
    East Petersburg, PA
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-30
S63 Uniform Securities Agent State Law Examination 2014-06-26
  • S65 Uniform Investment Adviser Law Examination
    2023-03-30
  • S63 Uniform Securities Agent State Law Examination
    2014-06-26
Other Names
  • Dan Burton
  • Dan Burton
  • Daniel Burton

View on SEC IAPD

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