Bradley D. Montgomery
Professional summary
Bradley Doyle Montgomery, who also goes by Bradley Doyle Montgomery, is a registered financial professional currently at STATE FARM VP MANAGEMENT CORP. located in Bloomington, Illinois.
Bradley is registered as a RR (Registered Representative) and started their career in finance in 1997. Bradley has worked at 1 firm and has passed the Series 63, Series 99TO, SIE, Series 6, Series 26 and Series 51 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Bradley Doyle Montgomery's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 30, 2023 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: One State Farm Plaza, Bloomington, IL 61710-0001February 11, 2009 - February 8, 2021
STATE FARM VP MANAGEMENT CORP.
November 19, 1997 - June 16, 2008
STATE FARM VP MANAGEMENT CORP.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 99TO
Date: 2/22/2024
Operations Professional ExaminationFINRA
Current Firm
STATE FARM VP MANAGEMENT CORP.
CRD#: 43036 / SEC#: , 8-50128
Contact information
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| STATE FARM INVESTMENT MANAGEMENT | SHAREHOLDER | 3487 |
| COOK, KRISTYN | EXECUTIVE VICE PRESIDENT AND DIRECTOR | 4215717 |
| FARNEY, JON CHARLES | PRESIDENT AND DIRECTOR | 2839964 |
| GHANBARPOUR, ARASH | VICE PRESIDENT AND DIRECTOR | 5129325 |
| HINTZ, SCOTT ALEXANDER | VICE PRESIDENT - FINANCIAL AND SECRETARY | 2004555 |
| LUDWIG, TERRENCE MICHAEL | CHIEF COMPLIANCE OFFICER AND TREASURER | 3231040 |
| MINEAU, SARAH | SENIOR VICE PRESIDENT AND DIRECTOR | 4634160 |
| MONTGOMERY, BRADLEY DOYLE | SENIOR VICE PRESIDENT AND DIRECTOR | 2913835 |
| PRESTON, BRIAN LYNN | ANTI-MONEY LAUNDERING AND OFFICE OF FOREIGN ASSETS CONTROL COMPLIANCE OFFICER | 4312143 |
| WILLARD, DANIEL NELSON | ASSISTANT SECRETARY AND COUNSEL | 5207081 |
Disclosures
| Regulatory Event | 7 |
Red Flags
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Company Information
STATE FARM VP MANAGEMENT CORP.
CRD#: 43036Bloomington, IL 61710-0001TRUST BUT VERIFY
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