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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2023-09-29 |
| NJ | RA | APPROVED | 2023-09-29 |
| NY | RA | APPROVED | 2023-09-29 |
| PA | RA | APPROVED | 2023-09-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Berrouet Insurance Agency | Philadelphia | PA | 01/2017 | Present |
| State Farm Vp Managment Corp | Philadelphia | PA | 01/2023 | Present |
| State Farm | Bloomington | IL | 08/2016 | 12/2016 |
| State Farm Investment Management Corp | Philadelphia | PA | 09/2023 | Present |
1) Charles Berrouet Insurance Agency; Investment-related; 3933 Lancaster Ave, Philadelphia, PA 19104-5410; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 01/01/2017; 80; 80; Service customers 2) G&Z properties LLC; non-investment-related; 3933 Lancaster Ave, Philadelphia, PA 19104-5410; Investment or Commercial Property; Owner; no title; 03/15/2021; 2; 2; Landlord for rental income. 3) Friends of Matenwa; non-investment; 91 Aberdeen Avenue Cambridge, MA 02138; Charitable organization; Board Member; 03/15/2024; 2; 0; Strategic decision making.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-27 |
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