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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
PA RA APPROVED 2025-07-22
NY RA APPROVED 2024-03-26
  • PA RA
    APPROVED
    Since 2025-07-22
  • NY RA
    APPROVED
    Since 2024-03-26

Branch Locations

1820 Middle Country Road, Centereach, NY 11720 • 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
King Kullen Wading River NY 07/2012 01/2020
Suny Brockport Brockport NY 02/2013 05/2017
Town Of Brookhaven Farmingville NY 05/2015 09/2017
Hertz Patchogue NY 09/2017 08/2018
Suny Brockport Brockport NY 08/2013 05/2017
Marisa Schaefer Insurance Agency Locust Valley NY 09/2018 03/2024
State Farm Vp Management Corp Locust Valley NY 04/2023 03/2024
Heather Schaefer Insurance Agency Huntington NY 03/2020 03/2024
State Farm Insurance Ridge NY 03/2024 08/2024
State Farm Vp Management Corp Ridge NY 03/2024 08/2024
State Farm Investment Management Corp Ridge NY 03/2024 08/2024
Juleigha Schmidt Insurance Agency Centereach NY 08/2024 Present
State Farm Investment Management Corp Centereach NY 08/2024 Present
State Farm Vp Management Corp Centereach NY 08/2024 Present
  • 07/2012 → 01/2020
    King Kullen
    Wading River, NY
  • 02/2013 → 05/2017
    Suny Brockport
    Brockport, NY
  • 05/2015 → 09/2017
    Town Of Brookhaven
    Farmingville, NY
  • 09/2017 → 08/2018
    Hertz
    Patchogue, NY
  • 08/2013 → 05/2017
    Suny Brockport
    Brockport, NY
  • 09/2018 → 03/2024
    Marisa Schaefer Insurance Agency
    Locust Valley, NY
  • 04/2023 → 03/2024
    State Farm Vp Management Corp
    Locust Valley, NY
  • 03/2020 → 03/2024
    Heather Schaefer Insurance Agency
    Huntington, NY
  • 03/2024 → 08/2024
    State Farm Insurance
    Ridge, NY
  • 03/2024 → 08/2024
    State Farm Vp Management Corp
    Ridge, NY
  • 03/2024 → 08/2024
    Ridge, NY
  • 08/2024 → Present
    Juleigha Schmidt Insurance Agency
    Centereach, NY
  • 08/2024 → Present
    Centereach, NY
  • 08/2024 → Present
    State Farm Vp Management Corp
    Centereach, NY
Other Businesses

1) Juleigha Schmidt's Insurance Agency; Investment-related; 1820 Middle Country Road Centereach, NY 11720; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 8/1/2024; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-01
S63 Uniform Securities Agent State Law Examination 2023-07-31
  • S65 Uniform Investment Adviser Law Examination
    2024-03-01
  • S63 Uniform Securities Agent State Law Examination
    2023-07-31

View on SEC IAPD

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