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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 2023-09-19
  • PA RA
    APPROVED
    Since 2023-09-19

Branch Locations

1760 Lincoln Way East, Chambersburg, PA 17202 • 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
State Farm Insurance Chambersburg PA 09/2023 03/2024
State Farm Vp Management Corp. Chambersburg PA 09/2023 Present
Johnson Controls Waynesboro PA 04/2022 09/2023
The Manitowoc Company Shady Grove PA 11/2018 04/2022
Dl Martin Mercersburg PA 07/2017 11/2018
Pella Corporation Gettysburg PA 09/2016 07/2017
Graduated College Chambersburg PA 06/2016 09/2016
State Farm Investment Management Corp Chambersburg PA 09/2023 Present
Dan Staugger's Insurance Agency Chambersburg PA 03/2024 Present
  • 09/2023 → 03/2024
    State Farm Insurance
    Chambersburg, PA
  • 09/2023 → Present
    State Farm Vp Management Corp.
    Chambersburg, PA
  • 04/2022 → 09/2023
    Johnson Controls
    Waynesboro, PA
  • 11/2018 → 04/2022
    The Manitowoc Company
    Shady Grove, PA
  • 07/2017 → 11/2018
    Dl Martin
    Mercersburg, PA
  • 09/2016 → 07/2017
    Pella Corporation
    Gettysburg, PA
  • 06/2016 → 09/2016
    Graduated College
    Chambersburg, PA
  • 09/2023 → Present
    Chambersburg, PA
  • 03/2024 → Present
    Dan Staugger's Insurance Agency
    Chambersburg, PA
Other Businesses

1) DWJM Properties LLC; investment-related; 521 Wayne Avenue Chambersburg PA 17201; 2-unit residential townhouse. Rental property. ; Owner; 12/31/2022; 1;0; Control of the checkbook, review bank statements, make deposits in the checking account, pay bills and consignor on the checking account. 2) Fillmore Properties LLC; investment-related; 521 Wayne Avenue Chambersburg PA 17201; 4-unit residential townhouse, own 50% of the building. Rental income; Partner; 12/31/2021; 1;0; Control of the checkbook, review bank statements, make deposits in the checking account. 3) Dan Stauffer's Insurance Agency; Investment-related; 1760 Lincoln Way East Chambersburg, PA 17202; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 3/1/2024; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-09-30
S65 Uniform Investment Adviser Law Examination 2023-08-05
  • S63 Uniform Securities Agent State Law Examination
    2023-09-30
  • S65 Uniform Investment Adviser Law Examination
    2023-08-05

View on SEC IAPD

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