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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-01-05 |
| FL | RA | APPROVED | 2020-08-11 |
| GA | RA | APPROVED | 2019-05-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Evan Profeta Insurance Agency | Cumming | GA | 12/2005 | Present |
| State Farm Vp Management Corp | Cumming | GA | 12/2005 | Present |
| State Farm Investment Management Corp. | Cumming | GA | 12/2018 | Present |
1) Evan Profeta's Insurance Agency; Investment-related; 2209 Sharon Rd Cumming, GA 30041-9510; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/2005; 80; 80; Service customers and supervise employees 2) EPIO LLC; investment-related; 2209 Sharon Road, Cumming, GA 30041; Investment or Commercial Property; Owner; President; 4/30/2013; 1; 0; control of checkbook, review bank statements, make deposits, pay bills/co-signor on checking account. 3) Forsyth County Education Foundation; Non-investment-related; 1120 Dahlonega Highway, Cumming, GA 30040; Membership/Civic/Fraternal Organization; Board Member; Board Member; 8/1/2018; 3; 0; brainstorm and organize fundraising activities, review teacher and principal project requests. 4) GEM Acquisitions LLC; Non-investment-related; 53 Emory Trace, Dawsonville, GA; Investment or Commercial Property; Owner; Owner; 6/11/2004; 4; 0; identify properties and prospective tenants
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-16 |
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