Best Investors Account Sign in
Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2020-05-11
VA RA APPROVED 2020-05-05
NC RA APPROVED 2018-08-02
SC RA APPROVED 2018-08-02
  • GA RA
    APPROVED
    Since 2020-05-11
  • VA RA
    APPROVED
    Since 2020-05-05
  • NC RA
    APPROVED
    Since 2018-08-02
  • SC RA
    APPROVED
    Since 2018-08-02

Branch Locations

1460 Dale Earnhardt Boulevard, Kannapolis, NC 28083-3206 • 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
Mary Burgess Insurance Agency Kannapolis NC 08/2006 Present
State Farm Vp Management Corp. Kannapolis NC 08/2006 Present
State Farm Investment Management Corp. Kannapolis NC 02/2013 03/2017
Mary Beth Burgess Insurance Agency Charlotte NC 12/2017 Present
State Farm Vp Management Corp. Charlotte NC 12/2017 Present
State Farm Investment Management Corp Kannapolis NC 08/2018 Present
  • 08/2006 → Present
    Mary Burgess Insurance Agency
    Kannapolis, NC
  • 08/2006 → Present
    State Farm Vp Management Corp.
    Kannapolis, NC
  • 02/2013 → 03/2017
    Kannapolis, NC
  • 12/2017 → Present
    Mary Beth Burgess Insurance Agency
    Charlotte, NC
  • 12/2017 → Present
    State Farm Vp Management Corp.
    Charlotte, NC
  • 08/2018 → Present
    Kannapolis, NC
Previous Registrations
Other Businesses

1) BENTLEY HOLDINGS LLC; INVESTMENT-RELATED; 9660 RAVENSCROFT IN NW, CONCORD, NC,28027; INVESTMENT OR COMMERCIAL PROPERTY; OWNER; 3/2009; 0 HR/MO FOR BOTH; MANAGE/MAINTAIN PROPERTY. 2) KONA Holdings LLC; Investment related; 10659 Rippling Stream Dr, Concord, NC 28027; Investment or Commercial Property; Owner; 6/1/2020; 1; 0; none. 3) Mary Burgess's Insurance Agency; Insurance Agency; Investment-related; 1460 Dale Earnhardt Blvd Kannapolis, NC 28083-3206; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 08/01/2006; 80; 80; Service customers and supervise employees 4) Mt Zion United Methodist Church; Investment Related; 19600 Zion Ave Cornelius, NC 28031; Investment or Commercial Property; Owner; None; 01/01/2025; 1; 0; Religious Committee 5) Mt Zion UMC; non-investment-related; 19600 Zion Ave Cornelius, NC, 28031; Association/Committee/Council; Board Member; None; 01/01/2025; 5;1; Church Board of Trustees 2025-2028

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-10-05
  • S63 Uniform Securities Agent State Law Examination
    2005-10-05
Designations
Other Names
  • Mary Elizabeth Eble
  • Mary Beth Ballantine
  • Mary Elizabeth Ballantine

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Kannapolis, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor