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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-10-02 |
| CA | RA | APPROVED | 2024-10-01 |
| WA | RA | APPROVED | 2024-09-30 |
| IL | RA | APPROVED | 2023-06-09 |
Branch Locations
770 N Western Ave Suite 3F, Lake Forest, IL 60045 • United States
Ivins, UT • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp. | Lake Forrest | IL | 07/1998 | Present |
| State Farm Insurance | Lake Forest | IL | 04/2000 | Present |
| State Farm Investment Management Corp | Lake Forest | IL | 06/2023 | Present |
1) Jeffrey Smith's Insurance Agency; Insurance Agency; Investment-related; 770 N Western Ave Ste 3F Lake Forest, IL 60045-1893; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 04/01/1999; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-19 |
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