Amy M. Congrove
Professional summary
Amy Marie Congrove, who also goes by Amy Marie Bashusen, Amy Marie Montalta, is a registered financial professional currently at STATE FARM VP MANAGEMENT CORP. located in Bloomington, Illinois.
Amy is registered as a RR (Registered Representative) and started their career in finance in 2007. Amy has worked at 3 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Amy Marie Congrove's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 10, 2012 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: One State Farm Plaza, Bloomington, IL 61710-0001June 1, 2009 - November 18, 2011
MORGAN STANLEY
March 6, 2009 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
February 7, 2007 - April 18, 2007
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
(3/1/2012)
Exams
FINRA
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
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 61710-0001TRUST BUT VERIFY
Monitor Amy Congrove
Get automatic monthly alerts on:
