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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2023-11-27 |
| PA | RA | APPROVED | 2023-11-22 |
| NY | RA | APPROVED | 2023-05-26 |
Branch Locations
1100 University Ave Suite 124, Rochester, NY 14607 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Insurance | Avon | NY | 04/2023 | 11/2023 |
| State Farm Vp Management Corp. | Avon | NY | 04/2023 | 11/2023 |
| Coast Professional Inc | Geneseo | NY | 04/2016 | 03/2023 |
| State Farm Vp Management Corp | Rochester | NY | 11/2023 | Present |
| State Farm Investment Management Corp | Rochester | NY | 11/2023 | Present |
| William Crandall Insurance Agency | Rochester | NY | 11/2023 | Present |
1) William Crandall's Insurance Agency; Investment-related; 1100 University Ave Suite 124 Rochester NY 14607; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; 11/02/2023; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-12 |
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