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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
FL RA APPROVED 2025-06-10
SC RA APPROVED 2025-04-08
NY RA APPROVED 2025-03-17
OH RA APPROVED 2024-12-06
NJ RA APPROVED 2022-07-27
PA RA APPROVED 2022-07-26
  • FL RA
    APPROVED
    Since 2025-06-10
  • SC RA
    APPROVED
    Since 2025-04-08
  • NY RA
    APPROVED
    Since 2025-03-17
  • OH RA
    APPROVED
    Since 2024-12-06
  • NJ RA
    APPROVED
    Since 2022-07-27
  • PA RA
    APPROVED
    Since 2022-07-26

Branch Locations

2435 Butler Street St #6, Easton, PA 18042 • 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
Verizon Allentown PA 03/2004 06/2022
State Farm Insurance Bethlehem PA 06/2022 01/2023
State Farm Vp Management Corp Bethlehem PA 06/2022 01/2023
State Farm Investment Management Corp Bethlehem PA 07/2022 01/2023
Carlos O Ramirez Insurance Agency Easton PA 01/2023 Present
State Farm Investment Management Corp Easton PA 01/2023 Present
State Farm Vp Management Corp Easton PA 01/2023 Present
  • 03/2004 → 06/2022
    Verizon
    Allentown, PA
  • 06/2022 → 01/2023
    State Farm Insurance
    Bethlehem, PA
  • 06/2022 → 01/2023
    State Farm Vp Management Corp
    Bethlehem, PA
  • 07/2022 → 01/2023
    Bethlehem, PA
  • 01/2023 → Present
    Carlos O Ramirez Insurance Agency
    Easton, PA
  • 01/2023 → Present
    Easton, PA
  • 01/2023 → Present
    State Farm Vp Management Corp
    Easton, PA
Other Businesses

1) Carlos O Ramirez's Insurance Agency; Investment-related; 2435 Butler Street St #6 Easton PA 18042; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; 01/01/2023; 80; 80; Service customers and supervise employees 2) C&T Holdings; Investment-Related; 4297 Belmont Dr., Bethlehem, PA 18020; Investment or Commercial Property; Partner, President; 9/13/2019; 5, 0; Pays bills/Co-Signor on checking account, maintenance of the facility.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-22
S63 Uniform Securities Agent State Law Examination 2022-06-18
  • S65 Uniform Investment Adviser Law Examination
    2022-07-22
  • S63 Uniform Securities Agent State Law Examination
    2022-06-18

View on SEC IAPD

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