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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-02-27 |
| NH | RA | APPROVED | 2023-12-07 |
| VT | RA | APPROVED | 2023-10-10 |
Branch Locations
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 | Derby Line | VT | 08/2023 | 03/2024 |
| State Farm Vp Management Corp. | Derby Line | VT | 08/2023 | 03/2024 |
| The Powers Agency | St Johnsbury | VT | 03/2022 | 08/2023 |
| Walmart | Derby | VT | 12/2021 | 03/2022 |
| Claire's Cleaning Service | Newport | VT | 09/2021 | 11/2021 |
| Decker's Dairy | Morgan | VT | 06/2021 | 09/2021 |
| Dairy Aire Farm | Holland | VT | 06/2020 | 06/2021 |
| Wright's Sport Shop | Newport | VT | 07/2019 | 06/2020 |
| Nelson's Dairy | Irasburg | VT | 01/2019 | 06/2019 |
| Dairy Aire Farm | Holland | VT | 03/2018 | 12/2018 |
| Trudeau Dairy | Hardwick | VT | 02/2008 | 03/2018 |
| Heather Trudeau Insurance Agency | Newport | VT | 03/2024 | Present |
| State Farm Investment Management Corp | Newport | VT | 03/2024 | Present |
| State Farm Vp Management Corp | Newport | VT | 03/2024 | Present |
1) Heather Traudeau's Insurance Agency; Investment-related; 95 E Main St Newport, VT 05855; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 3/1/2024; 80; 80; Service customers and supervise employees 2) Happy Hooves and Hens Homestead LLC; non-investment-related; 592 Cross Road Holland VT 05830; Hobby farm-limited exposure to public; Owner; 08/04/2021; Profits from sale of products; 30;0; Day to day activities of caring for the animals. Day to day activities of running the LLC., Pay bills and consignor on the checking account, control of the checkbook, make deposits in the checking account, review bank statements.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-23 |
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