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Current Employers
State Farm Investment Management Corp.

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2021-06-29
TX RA APPROVED 2021-06-29
  • OK RA
    APPROVED
    Since 2021-06-29
  • TX RA
    APPROVED
    Since 2021-06-29

Branch Locations

2106 9Th St #B, Wichita Falls, TX 76301-4134 • 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
State Farm Vp Management Corp Wichita Falls TX 07/2001 Present
Morris Stone Insurance Agency Wichita Falls TX 07/2002 Present
State Farm Investment Management Corp Wichita Falls TX 08/2018 06/2019
State Farm Investment Management Corp Wichita Springs TX 06/2021 Present
Other Businesses

1) Morris Stone's Insurance Agency; Insurance Agency; Investment-related; 2106 9th St # B Wichita Falls, TX 76301-4134; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 07/01/2001; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-01
S63 Uniform Securities Agent State Law Examination 2001-02-28
  • S65 Uniform Investment Adviser Law Examination
    2021-06-01
  • S63 Uniform Securities Agent State Law Examination
    2001-02-28

View on SEC IAPD

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