Best Investors
Account
Sign in
One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-02-12 |
| IN | RA | APPROVED | 2025-02-10 |
| MI | RA | APPROVED | 2021-12-01 |
Branch Locations
2840 East Beltline Ave Ne, Grand Rapids, MI 49525 • United States
3283 E. Paris Ave Se, Grand Rapids, MI 49512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Bank Na | Boston | MA | 03/2016 | 11/2017 |
| Santander Securities Llc | San Juan | PR | 09/2016 | 11/2017 |
| Robert Mcdougall Insurance Agency | Grand Rapids | MI | 04/2018 | Present |
| State Farm Vp Management Corp | Grand Rapids | MI | 10/2018 | Present |
| State Farm Insurance | Grand Rapids | MI | 11/2017 | 03/2018 |
| State Farm Investment Management Corp | Grand Rapids | MI | 12/2021 | Present |
1) Shadetree LLC; non-investment related; 1680 Flowers Mill Dr NE, Grand Rapids, MI 49525; Investment or Commercial properties; owner; 1/15/15; 50%; I have a property manager who takes care of the rest; 1 hrs./mo.; 0 hrs./mo. 2) Robert McDougall's Insurance Agency; Insurance Agency; Investment-related; 2838 E Beltline Ave NE Grand Rapids, MI 49525-9704; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 04/01/2018; 80; 80; Service customers and supervise employees 3) McDougall Consulting, LLC; non-investment-related; 1680 Flowers Mill Dr NE, Grand Rapids, MI 49525; Consulting; owner; 5/15/2022; 20; 0; There will be no conflicts with this consulting opportunity and State Farm. The financial institution serves the New England market and the business I will be consulting will not include securities related or insurance related business in any way. 4) Flowers Mill Community HOA Board; non-investment-related; 1680 Flowers Mill Dr NE Grand Rapids MI 49525; HOA; Board Member; Vice President; 01/01/2023; 1; 0; Voting on community issues, Board member of my home community HOA.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-03-02 |
Reach out to this advisor