Aubrey Grace Montgomery

Current Employers

Employment History

• 06/2014 → 08/2020
  State Farm Insurance Company
  Bloomington, IL
• 01/2021 → Present
  Aubrey Montgomery Insurance Agency
  Lititz, PA
• 08/2020 → 12/2020
  State Farm Insurance Company
  Bloomington, IL
• 06/2022 → Present
  State Farm Vp Management Corp.
  Lititz, PA
• 06/2023 → Present
  State Farm Investment Management Corp
  Lititz, PA

Other Businesses

1) Aubrey Montgomery Insurance Agency; Investment Related; 630 Delp Road Suite 200 Lancaster, PA 17601; Other; Owner; None; 01/01/2021; 80; 80; Service customers and supervise employees 2) Referral Partners Plus; non-investment-related; 1635 Lititz Pike #1022 Lancaster PA 17601; Membership/Civic/Fraternal Organization; Board Member; Secretary; 06/20/2023; 2; 0; Take the minutes for the Executive Board Meetings and submit them for approval and addition to the website. This is a referral-based business networking organization with 12 chapters within Lancaster and York counties. 3) Referral Partners Plus - Lititz Chapter; non-investment-related; 800 New Holland Ave. Rear, Second Floor, Suite 209 Lancaster, PA 17602; Membership/Civic/Fraternal Organization; Board Member; Vice President; 01/01/2023; 3; 1; Responsible for training on the organization's definition of a referral and how to enter the referral on the website. This is a referral-based business networking organization. 4) Polka Dot Powerhouse; non-investment-related; 923 S Hastings Way, Suite 230 Eau Claire WI 54701; Membership/Civic/Fraternal Organization; Other; None; 09/13/2023; 2; 1; Chapter Engagement Messenger - I create the monthly newsletter and help create the social media for the speakers each month. 5) Celera Events LLC; Non-Investment Related; 705 Shadywood Dr Perkasie, PA 18944; Other; Partner; President; 05/07/2026; 5; 0; Help to plan, market, organize and execute the events.

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-08-26

Designations

Other Names

• Aubrey Grace Mcclain