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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-12-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-26 |
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