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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
SD RA APPROVED 2024-10-23
MN RA APPROVED 2020-05-04
IA RA APPROVED 2018-07-31
  • SD RA
    APPROVED
    Since 2024-10-23
  • MN RA
    APPROVED
    Since 2020-05-04
  • IA RA
    APPROVED
    Since 2018-07-31

Branch Locations

15 East State Street, Mason City, IA 50401-3317 • 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. Mason City IA 09/2001 Present
Kristy Marquis Insurance Agency Mason City IA 03/2002 Present
State Farm Investment Management Corp Mason City IA 07/2018 Present
  • 09/2001 → Present
    State Farm Vp Management Corp.
    Mason City, IA
  • 03/2002 → Present
    Kristy Marquis Insurance Agency
    Mason City, IA
  • 07/2018 → Present
    Mason City, IA
Other Businesses

1) Kristy Marquis's Insurance Agency; Insurance Agency; Investment-related; 15 E State St Mason City, IA 50401-3317; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 3/1/2002; 80; 80; Service customers and supervise employees. 2) Kristy Marquis - Personally Help Real Estate - Property #1; investment-related; 2900 1st St SW. Mason City, IA. 5041; Investment or Commercial Property; Owner; None; 05/18/2005; 1;1; Mason City Tai Chi-Chi Kung-Kung Fu & Wellness Center 3) Kristy Marquis Personally Held Real Estate - Property #2; investment-related; 2900 1st St SW. Mason City, IA. 50401; Investment or Commercial Property; Owner; None; 09/25/2025; 1;1; Vacation home in Florida with possible rental opportunities.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-10-11
  • S63 Uniform Securities Agent State Law Examination
    2001-10-11
Designations
Other Names
  • Kristy Lea Trimble
  • Kristy Lea Korzan

View on SEC IAPD

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