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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2020-05-11 |
| VA | RA | APPROVED | 2020-05-05 |
| NC | RA | APPROVED | 2018-08-02 |
| SC | RA | APPROVED | 2018-08-02 |
Branch Locations
1460 Dale Earnhardt Boulevard, Kannapolis, NC 28083-3206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-10-05 |
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