Best Investors Account Sign in
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 2024-04-10
NJ RA APPROVED 2024-04-10
PA RA APPROVED 2023-09-27
NY RA APPROVED 2023-07-23
  • CT RA
    APPROVED
    Since 2024-04-10
  • NJ RA
    APPROVED
    Since 2024-04-10
  • PA RA
    APPROVED
    Since 2023-09-27
  • NY RA
    APPROVED
    Since 2023-07-23

Branch Locations

6 Wierk Ave Suite 10, Liberty, NY 12754 • 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
Francis X Loughlin State Farm Insurance Catskill NY 09/2012 06/2023
State Farm Insurance Ulster Park NY 06/2023 12/2023
State Farm Vp Management Corp Ulster Park NY 06/2023 12/2023
Samantha Loughlin Insurance Agency Liberty NY 01/2024 Present
State Farm Vp Management Corp Liberty NY 01/2024 Present
State Farm Investment Management Corp Liberty NY 01/2024 Present
  • 09/2012 → 06/2023
    Francis X Loughlin State Farm Insurance
    Catskill, NY
  • 06/2023 → 12/2023
    State Farm Insurance
    Ulster Park, NY
  • 06/2023 → 12/2023
    State Farm Vp Management Corp
    Ulster Park, NY
  • 01/2024 → Present
    Samantha Loughlin Insurance Agency
    Liberty, NY
  • 01/2024 → Present
    State Farm Vp Management Corp
    Liberty, NY
  • 01/2024 → Present
    Liberty, NY
Other Businesses

1 ) Samantha Loughlin's Insurance Agency; Investment-related; Address of Agent's office; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; Job role effective date; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-20
S63 Uniform Securities Agent State Law Examination 2023-07-06
  • S65 Uniform Investment Adviser Law Examination
    2023-07-20
  • S63 Uniform Securities Agent State Law Examination
    2023-07-06
Other Names
  • Samantha Sallese

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Liberty, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor