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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-11-13 |
| NY | RA | APPROVED | 2023-11-09 |
Branch Locations
1369 Southford Rd Floor 2, Southbury, CT 06488 • 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 |
|---|---|---|---|---|
| Emery & Webb, Inc. | Fishkill | NY | 01/2018 | 11/2023 |
| Usi Insurance Services | White Plains | NY | 10/2017 | 01/2018 |
| Compass Realty Llc | Chappaqua | NY | 08/2020 | 10/2023 |
| Emery & Webb, Inc. | Fishkill | NY | 04/2015 | 10/2017 |
| State Farm Insurance | Beacon | NY | 11/2023 | 05/2024 |
| State Farm Vp Management Corp | Beacon | NY | 11/2023 | 05/2024 |
| State Farm Investment Management Corp | Beacon | NY | 11/2023 | 05/2024 |
| Taylor Forsberg's Insurance Agency | Southbury | CT | 05/2024 | Present |
| State Farm Investment Management Corp | Southbury | CT | 05/2024 | Present |
| State Farm Vp Management Corp | Southbury | CT | 05/2024 | Present |
1) Taylor Forsberg's Insurance Agency; Investment-related; 1369 Southford Rd Floor 2 Southbury, CT 06488; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 5/1/2024; 80; 80; Service customers and supervise employees 2) The Garage Maid; non-investment-related; 25 Rowland Farm Rd. Oxford, CT. 06478; Other; Owner; President; 10/06/2025; 12;0; Cleaning service for residential homeowners
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-07 |
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