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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 | 2023-01-27 |
Branch Locations
36008 Emerald Cst Pkwy Ste 401, Destin, FL 32541 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| James Liufau Insurance Agency | Destin | FL | 01/1985 | Present |
| State Farm Vp Management Corp. | Destin | FL | 04/1999 | Present |
| State Farm Investment Management Corp | Destin | FL | 08/2018 | 11/2019 |
| State Farm Investment Management Corp | Destin | FL | 11/2022 | Present |
1) Rocket Mortgage; Investment-related; 36008 Emrld Cst Pkwy Ste 401 Destin, FL 32541; Mortgage Loan Originator/Broker; Mortgage Loan Origination; Start Date of relationship 02/18/2020; Compensation: Commission; No.of hours per month: 15; Duties - The registered representative will originate mortgage loans as part of this activity. As a result of this role, the RR may also be considered a branch manager, which may include performing certain administrative duties and receiving compensation on the other agents' mortgage business. The registered representative may lease or sublease a portion of the registered representative's office space to the company. 2)The Katherine Carter Company LLC; non-investment-related; 36008 Emerald Coast Pkwy, Ste 401Destin FL 32541: Mortgage brokerage office for Rocket Mortgage; 12/7/21; 10: 2: Mortgage brokerage. 3) James Liufau's Insurance Agency; Insurance Agency; Investment-related; 36008 Emrld Cst Pkwy Ste 401 Destin, FL 32541-5732; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/1985; 80; 80; Service customers and supervise employees 4) Mid-bay Executive Suites; investment-related; 36008 Emerald Coast Pkwy, Destin, FL 32541; Investment or Commercial Property; Owner; President; 3/1/2013; 3; 0; control of checkbook, run day to day needs of association. 5) Destin United Methodist Church; Non-investment-related; 200 Beach Drive, Destin, FL 32541; Association/Committee/Council; Board Member; Director; 1/1/2020; 10; 0; oversee gifts to the church, mostly real property gifts. 6) Destin High School & Destin High School Foundation; investment-related; 211 Matties Way, Destin, FL 32541; Membership/Civic/Fraternal Organization; Director; Treasurer; 11/1/2018; 10; 0; provide financial advice to board, control of checkbook, review bank statements, make deposits, pay bills/co-signor on checking account, promote support fundraising and passage of charter school application.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-14 |
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