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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-12 |
Branch Locations
1752 Howell Branch Rd, Winter Park, FL 32789-1120 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amanda Chase Insurance Agency | Winter Park | FL | 02/2010 | Present |
| State Farm Vp Management Corp. | Winter Park | FL | 02/2010 | Present |
| State Farm Investment Management Corp. | Winter Park | FL | 08/2018 | 06/2019 |
| State Farm Investment Management Corp | Winter Park | FL | 05/2023 | Present |
1) The Reserve at Interlachen HOA; non-investment-related; Sarazens Place, Winter Park, FL 32792; Association/Committee/Council; board member; 2/9/2021; 1; 1; help the 9 families in this community follow the pre-established guidelines of the neighborhood association in relation to landscaping, neighborhood beautification and enforcement of rules. 2) Amanda Chase's Insurance Agency; Insurance Agency; Investment-related; 1906 Howell Branch Rd Winter Park, FL 32792-1065; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2001; 80; 80; Service customers and supervise employees 3) Dave Christy Speaking; Non-Investment; 7522 S Hangman Valley Rd. Spokane, WA 99224; Education; Independent Contractor; None; 09/12/2025; 12; 12; Training and consulting on investment related activities in a SF agency
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-16 |
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