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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
NY RA APPROVED 2021-08-05
CT RA APPROVED 2019-02-22
  • NY RA
    APPROVED
    Since 2021-08-05
  • CT RA
    APPROVED
    Since 2019-02-22

Branch Locations

76 Elm Street, New Canaan, CT 06840 • 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 Vp Management Corp New Canaan CT 11/2003 Present
William Bergner Insurance Agency New Canaan CT 12/2003 Present
State Farm Investment Management Corp New Canaan CT 10/2018 Present
  • 11/2003 → Present
    State Farm Vp Management Corp
    New Canaan, CT
  • 12/2003 → Present
    William Bergner Insurance Agency
    New Canaan, CT
  • 10/2018 → Present
    New Canaan, CT
Other Businesses

1) William Bergner's Insurance Agency; Insurance Agency; Investment-related; 76 Elm St New Canaan, CT 06840-5423; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/2003; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-22
S63 Uniform Securities Agent State Law Examination 1987-12-04
  • S65 Uniform Investment Adviser Law Examination
    2019-02-22
  • S63 Uniform Securities Agent State Law Examination
    1987-12-04
Other Names
  • Bill Bergner
  • Billy B Bergner

View on SEC IAPD

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