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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
NJ RA APPROVED 2024-04-04
  • NJ RA
    APPROVED
    Since 2024-04-04

Branch Locations

2010 New Albany Road, Cinnaminson Twp, NJ 08077-3535 • United States

1001 N Broad St, Woodbury, NJ 08096 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
National Planning Corporation Doylestown PA 06/2015 10/2017
Prudential Insurance Company Of America Chalfont PA 05/2018 10/2020
Pruco Securities Llc Chalfont PA 05/2018 10/2020
Unemployed Stockton NJ 11/2017 05/2018
State Farm Vp Management Corp Woodbury NJ 06/2023 11/2023
State Farm Vp Management Corp Cinnaminson Twp NJ 06/2023 11/2023
Kevin Coan Insurance Agency Cinnaminson Twp NJ 05/2023 Present
Kevin Coan Insurance Agency Woodbury NJ 05/2023 Present
Unemployed Mount Laurel NJ 11/2020 02/2021
Harvey Dash Insurance Agency Mount Laurel NJ 03/2021 05/2023
State Farm Investment Management Corp Cinnaminson Twp NJ 07/2023 11/2023
State Farm Investment Management Corp Woodbury NJ 07/2023 11/2023
State Farm Investment Management Corp Woodbury NJ 04/2024 Present
State Farm Investment Management Corp Cinnaminson Twp NJ 04/2024 Present
State Farm Vp Management Corp Cinnaminson Twp NJ 04/2024 Present
State Farm Vp Mangement Corp Woodbury NJ 04/2024 Present
  • 06/2015 → 10/2017
    National Planning Corporation
    Doylestown, PA
  • 05/2018 → 10/2020
    Prudential Insurance Company Of America
    Chalfont, PA
  • 05/2018 → 10/2020
    Chalfont, PA
  • 11/2017 → 05/2018
    Unemployed
    Stockton, NJ
  • 06/2023 → 11/2023
    State Farm Vp Management Corp
    Woodbury, NJ
  • 06/2023 → 11/2023
    State Farm Vp Management Corp
    Cinnaminson Twp, NJ
  • 05/2023 → Present
    Kevin Coan Insurance Agency
    Cinnaminson Twp, NJ
  • 05/2023 → Present
    Kevin Coan Insurance Agency
    Woodbury, NJ
  • 11/2020 → 02/2021
    Unemployed
    Mount Laurel, NJ
  • 03/2021 → 05/2023
    Harvey Dash Insurance Agency
    Mount Laurel, NJ
  • 07/2023 → 11/2023
    Cinnaminson Twp, NJ
  • 07/2023 → 11/2023
    Woodbury, NJ
  • 04/2024 → Present
    Woodbury, NJ
  • 04/2024 → Present
    Cinnaminson Twp, NJ
  • 04/2024 → Present
    State Farm Vp Management Corp
    Cinnaminson Twp, NJ
  • 04/2024 → Present
    State Farm Vp Mangement Corp
    Woodbury, NJ
Previous Registrations
  • 2023-10-31 → 2023-11-21
    Cinnaminson Twp,, NJ
    Woodbury, NJ
  • 2018-06-08 → 2020-10-07
    Warrington, PA
  • 2015-06-26 → 2017-11-03
    National Planning Corporation
    Doylestown, PA
  • 2009-07-15 → 2015-07-14
    Investment Professionals, Inc.
    Langhome, PA
    New Hope, PA
    Wayne, PA
    San Antonio, TX
    Warrington, PA
    Hamilton, NJ
    Wyomissing, PA
    Phoenixville, PA
    Doylestown, PA
  • 2008-01-14 → 2009-07-09
    Invest Financial Corporation
    Philadelphia, PA
    Lansdale, PA
    Philadelphia, PA
    Philadelphia, PA
    Hatboro, PA
    Springhouse, PA
    Lansdale, PA
    Warrington, PA
    Newtown, PA
  • 2006-04-10 → 2008-01-15
    Td Wealth Management Services Inc.
    Bensalem, PA
  • 2004-10-20 → 2006-04-11
    Banc Of America Investment Services, Inc.
    Morrisville, PA
    Morrisville, PA
  • 2002-09-20 → 2004-10-20
    Quick & Reilly, Inc.
    Morrisville, PA
Other Businesses

1 ) Kevin Coan's Insurance Agency; Investment-related; 1001 N. Broad St Woodbury, NJ, USA, 08096; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 05/09/2023; 80; 80; Service customers 2 ) Kevin Coan's Insurance Agency; Investment-related; 2010 New Albany Road Cinnaminson Twp, NJ, USA, 08077-3535; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 05/09/2023; 80; 80; Service customers

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-01-04
S63 Uniform Securities Agent State Law Examination 1986-06-04
  • S65 Uniform Investment Adviser Law Examination
    2002-01-04
  • S63 Uniform Securities Agent State Law Examination
    1986-06-04
Other Names
  • Harvey W Dash

View on SEC IAPD

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