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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 2026-08-17
NJ RA APPROVED 2023-04-21
PA RA APPROVED 2023-04-19
NY RA APPROVED 2023-03-03
  • CT RA
    APPROVED
    Since 2026-08-17
  • NJ RA
    APPROVED
    Since 2023-04-21
  • PA RA
    APPROVED
    Since 2023-04-19
  • NY RA
    APPROVED
    Since 2023-03-03

Branch Locations

22 Route 6 L1, Port Jervis, NY 12771 • 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
State Farm Insurance Monticello NY 12/2022 06/2023
State Farm Vp Management Corp Monticello NY 12/2022 06/2023
Bluel Group Monticello NY 12/2014 Present
State Farm Vp Management Corp Port Jervis NY 07/2023 Present
State Farm Investment Management Corp Port Jervis NY 07/2023 Present
Joel Mermelstein Insurance Agency Port Jervis NY 07/2023 Present
  • 12/2022 → 06/2023
    State Farm Insurance
    Monticello, NY
  • 12/2022 → 06/2023
    State Farm Vp Management Corp
    Monticello, NY
  • 12/2014 → Present
    Bluel Group
    Monticello, NY
  • 07/2023 → Present
    State Farm Vp Management Corp
    Port Jervis, NY
  • 07/2023 → Present
    Port Jervis, NY
  • 07/2023 → Present
    Joel Mermelstein Insurance Agency
    Port Jervis, NY
Other Businesses

1) Joel Mermelstein's Insurance Agency; Investment-related; 22 Us Highway 6 Unit L1 Port Jervis, NY 12771; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 7/1/2023; 80; 80; Service customers and supervise employees 2) Bluel Group; Non-investment-related; 8 Sunset Dr, Monticello, NY 12701; Business Management Consulting; Owner; President; 05/01/12; 5; 0; Business Management Consulting.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-05
S63 Uniform Securities Agent State Law Examination 2022-12-21
  • S65 Uniform Investment Adviser Law Examination
    2023-01-05
  • S63 Uniform Securities Agent State Law Examination
    2022-12-21
Other Names
  • Max Mermelstein

View on SEC IAPD

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