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MR

Mary P. Reed

STATE FARM VP MANAGEMENT
BLOOMINGTON, IL 61710-0001
Some features on this profile are disabled
CRD#: 1227002
MR

Professional summary


Mary Pearl Reed, who also goes by Mary P Reed, is a registered financial advisor currently at STATE FARM VP MANAGEMENT CORP. located in Bloomington, Illinois.

Mary is registered as a RR (Registered Representative) and started their career in finance in 1991. Mary has worked at 10 firms and has passed the Series 63, Series 65, Series 6TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mary P Reed

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Mary Pearl Reed's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

September 9, 2025 - Present

STATE FARM VP MANAGEMENT CORP.

Office #1: One State Farm Plaza, Bloomington, IL 61710-0001
BD
CRD#: 43036
BLOOMINGTON, IL
Past

October 8, 2024 - July 3, 2025

STATE FARM VP MANAGEMENT CORP.

BD
CRD#: 43036
Fogelsville, PA
Past

August 5, 2021 - October 24, 2022

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
ATLANTA, GA
Past

January 16, 2018 - December 31, 2018

INNOVATION PARTNERS LLC

BD
CRD#: 146344
CHARLOTTE, NC
Past

September 19, 2007 - August 31, 2015

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ATLANTA, GA
Past

May 13, 2005 - March 1, 2006

MORGAN STANLEY DW INC.

BD
CRD#: 7556
HUNT VALLEY, MD
Past

January 14, 2005 - April 15, 2005

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

May 10, 2002 - December 31, 2003

LOMBARD SECURITIES INCORPORATED

BD
CRD#: 27954
BALTIMORE, MD
Past

February 28, 2000 - May 15, 2002

LEGG MASON WOOD WALKER, INCORPORATED

RIA
CRD#: 6555
TOWSON, MD
Past

February 18, 1997 - May 15, 2002

LEGG MASON WOOD WALKER, INCORPORATED

BD
CRD#: 6555
BALTIMORE, MD
Past

May 30, 1994 - February 21, 1997

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

June 19, 1991 - June 8, 1994

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Georgia
(10/28/2025)
RR
Pennsylvania
(10/20/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 10/2/2025
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 10/8/2024
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


SF
STATE FARM VP MANAGEMENT CORP.
STATE FARM VP MANAGEMENT CORP.

CRD#: 43036 / SEC#: , 8-50128

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
One State Farm Plaza, Bloomington, IL 61710-0001
Mailing Address
One State Farm Plaza, Bloomington, IL 61710-0001
Phone number
(833) 430-8518
Established
Delaware since 11/27/1996
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
STATE FARM INVESTMENT MANAGEMENTSHAREHOLDER3487
COOK, KRISTYNEXECUTIVE VICE PRESIDENT AND DIRECTOR4215717
FARNEY, JON CHARLESPRESIDENT AND DIRECTOR2839964
GHANBARPOUR, ARASHVICE PRESIDENT AND DIRECTOR5129325
HINTZ, SCOTT ALEXANDERVICE PRESIDENT - FINANCIAL AND SECRETARY2004555
LUDWIG, TERRENCE MICHAELCHIEF COMPLIANCE OFFICER AND TREASURER3231040
MINEAU, SARAHSENIOR VICE PRESIDENT AND DIRECTOR4634160
MONTGOMERY, BRADLEY DOYLESENIOR VICE PRESIDENT AND DIRECTOR2913835
PRESTON, BRIAN LYNNANTI-MONEY LAUNDERING AND OFFICE OF FOREIGN ASSETS CONTROL COMPLIANCE OFFICER4312143
WILLARD, DANIEL NELSONASSISTANT SECRETARY AND COUNSEL5207081

Disclosures


Regulatory Event7

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


STATE FARM VP MANAGEMENT CORP.

CRD#: 43036Bloomington, IL 61710-0001

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