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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
CT RA APPROVED 2025-12-26
NJ RA APPROVED 2025-06-12
PA RA APPROVED 2025-06-11
NY RA APPROVED 2023-11-24
  • CT RA
    APPROVED
    Since 2025-12-26
  • NJ RA
    APPROVED
    Since 2025-06-12
  • PA RA
    APPROVED
    Since 2025-06-11
  • NY RA
    APPROVED
    Since 2023-11-24

Branch Locations

39 Glen St Suite 1, Glen Cove, NY 11542 • 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
Pete Mathison Insurance Agency New Hyde Park NY 09/2016 11/2023
Rui Melville NY 08/2014 09/2016
Joe Bonura Insurance Agency Queens NY 07/2022 11/2023
State Farm Vp Management Corp Queens NY 07/2022 11/2023
State Farm Investment Management Corp East Meadow NY 11/2023 05/2024
State Farm Vp Management Corp East Meadow NY 11/2023 05/2024
State Farm Insurance East Meadow NY 11/2023 05/2024
Paul Roman Insurance Agency Glen Cove NY 05/2024 Present
State Farm Investment Management Corp Glen Cove NY 05/2024 Present
State Farm Vp Management Corp Glen Cove NY 05/2024 Present
  • 09/2016 → 11/2023
    Pete Mathison Insurance Agency
    New Hyde Park, NY
  • 08/2014 → 09/2016
    Rui
    Melville, NY
  • 07/2022 → 11/2023
    Joe Bonura Insurance Agency
    Queens, NY
  • 07/2022 → 11/2023
    State Farm Vp Management Corp
    Queens, NY
  • 11/2023 → 05/2024
    East Meadow, NY
  • 11/2023 → 05/2024
    State Farm Vp Management Corp
    East Meadow, NY
  • 11/2023 → 05/2024
    State Farm Insurance
    East Meadow, NY
  • 05/2024 → Present
    Paul Roman Insurance Agency
    Glen Cove, NY
  • 05/2024 → Present
    Glen Cove, NY
  • 05/2024 → Present
    State Farm Vp Management Corp
    Glen Cove, NY
Other Businesses

1) Paul Roman's Insurance Agency; Investment-related; 39 Glen St Suite 1 Glen Cove, NY 11542; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 5/1/2024; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-24
S63 Uniform Securities Agent State Law Examination 2023-02-26
  • S65 Uniform Investment Adviser Law Examination
    2023-11-24
  • S63 Uniform Securities Agent State Law Examination
    2023-02-26

View on SEC IAPD

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