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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
VT RA APPROVED 2025-12-03
  • VT RA
    APPROVED
    Since 2025-12-03

Branch Locations

408 E Montpelier Rd, Montpelier, VT 05602 • 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
Wells Fargo Advisors Llc Bismark ND 12/2015 11/2016
Wells Fargo Bank, Na Bismark ND 06/2012 10/2017
Wells Fargo Clearing Services, Llc Bismark ND 11/2016 10/2017
State Farm Vp Management Corp Barre VT 05/2019 08/2019
Joseph Collins Insurance Agency Barre VT 03/2018 03/2020
Best Buy Stores Lp Williston VT 10/2017 03/2018
Keybank Burlington VT 06/2022 04/2025
Key Investment Services Llc Brooklyn OH 01/2024 04/2025
Rich Jones Insurance Agency Barre VT 04/2020 06/2022
Rich Jones Insurance Agency Montpelier VT 04/2025 Present
State Farm Vp Management Corp Montpelier VT 05/2025 Present
State Farm Investment Management Corp Montpelier VT 11/2025 Present
  • 12/2015 → 11/2016
    Wells Fargo Advisors Llc
    Bismark, ND
  • 06/2012 → 10/2017
    Wells Fargo Bank, Na
    Bismark, ND
  • 11/2016 → 10/2017
    Bismark, ND
  • 05/2019 → 08/2019
    State Farm Vp Management Corp
    Barre, VT
  • 03/2018 → 03/2020
    Joseph Collins Insurance Agency
    Barre, VT
  • 10/2017 → 03/2018
    Best Buy Stores Lp
    Williston, VT
  • 06/2022 → 04/2025
    Keybank
    Burlington, VT
  • 01/2024 → 04/2025
    Key Investment Services Llc
    Brooklyn, OH
  • 04/2020 → 06/2022
    Rich Jones Insurance Agency
    Barre, VT
  • 04/2025 → Present
    Rich Jones Insurance Agency
    Montpelier, VT
  • 05/2025 → Present
    State Farm Vp Management Corp
    Montpelier, VT
  • 11/2025 → Present
    Montpelier, VT
Previous Registrations
Other Businesses

1) Rich Jones' Insurance Agency; Investment-related; 408 E Montpelier Rd Montpelier, VT 05602; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 3/26/2025; 80; 80; Service customers 2) Granite Lodge, Free and Accepted Masons; non-investment related; 2 Academy St Barre, Vt 05641; Association/Committee/Council; other; none; 6/18/2018; 4; 0; Committee 3) McBain Manor; NOT investment-related; 56 E Cobble Hill Rd Barre, VT 05641; Other; Owner; None; 5/29/2019; 28; 0; Duties: Produce videos and thumbnails and upload them.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-19
S63 Uniform Securities Agent State Law Examination 2024-02-26
  • S65 Uniform Investment Adviser Law Examination
    2025-11-19
  • S63 Uniform Securities Agent State Law Examination
    2024-02-26
Other Names
  • Julien Alexandr Harrison Mcbain
  • Julien Alexandr Harrison
  • Paul Raymond Vallerand
  • Paul Raymond Vallerand

View on SEC IAPD

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