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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2023-06-23 |
| AR | RA | APPROVED | 2023-01-17 |
| TX | RA | APPROVED | 2023-01-17 |
| LA | RA | APPROVED | 2019-10-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp | West Monroe | LA | 09/2003 | Present |
| Wesley Wheelis Insurance Agency | West Monroe | LA | 09/2004 | Present |
| State Farm Investment Management Corp | West Monroe | LA | 10/2019 | Present |
1) STABLE PROPERTIES LLC; NON-INVESTMENT-RELATED;304 TUPAWEK DR, W. MONROE, LA,71291; INVESTMENT OR COMMERCIAL PROPERTY; PARTNER; 7/1/2002; OHR/MO FOR BOTH; 50% PARTNER; PROPERTY MAINTENANCE. 2) NEW TRENTON LLC; INVESTMENT-RELATED;121 CROSLEY ST, W. MONROE, LA,71291; INVESTMENT OR COMMERCIAL PROPERTY;100% OWNER; 4/1/2003; 5 HR/MO;0 HR/MO; CONTROL OF CHECKBOOK, REVIEW BANK STATEMENTS, MAKE DEPOSITS, PAY BILLS, CHECK SIGNATORY AUTHORITY, PROPERY MANAGEMENT. 3) CLAIBORNE PROPERTIES LLC; INVESTMENT-RELATED; 5324 CYPRESS ST, W. MONROE, LA,71291; INVESTMENT OR COMMERCIAL PROPERTY; PARTNER;4/2006;8 HR/MO;0 HR/MO; SOLICIT RENTERS, COLLECT MONIES. 4) UNITED WAY OF NORTHEAST LOUISIANA' MPM; INVESTMENT-RELATED; 1201 HUDSON LANE, MONROE, LA 71201; MEMBERSHIP/CIVIC/FRATERNAL ORGANIZATION; BOARD MEMBER; 4/15/15; 5 HRS/MO; 2 HRS/MO; CHAIR THE FUNDRAISING CAMPAIGN FOR UNITED WAY NORTHEAST LOUISIANA, 5) Blake Wheelis Home Loans, LLC; Investment-related; 713 Trenton St West Monroe LA 71291; Mortgage loan originator, broker; 10/01//2020; 100%, Pay bill and consignor on the checking account control of the checkbook, review bank statements, make deposits in the checking account. 10;10 6) Elevated Property Management, Inc; investment-related; 124 Landreaux Dr West Monroe LA 71291; own rental properties; 09-15-2020; 10/01/2020; Control of the checkbook, review bank statements, Marke Deposits in the checking account; Pay bills and co signor on the checking account. 4;0. 7) City of West Monroe; 2303 North 7th St West Monroe LA 71291; leadership team for overall city growth plan campaign. advisory board and leadership of groups working on the growth plan; Board Member; 07/01/2021;5;5 8) Wesley Wheelis's Insurance Agency; Insurance Agency; Investment-related; 713 Trenton St West Monroe, LA 71291-2958; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 9/1/2003; 80; 80; Service customers and supervise employees 9) New Trenton, LLC; Investment-Related; 205 Bayside Drive, West Monroe, LA; Investment or Commercial Property; Owner; 04/01/2003; 4hrs; Managing rental property. 10) Republican National Committee - alternate delegate to the Nat. Conv.; Non-Investment-related; 310 First Street, SE Washington, DC 20001; Membership/Civic/Fraternal Organization; Other; 07/15/2024; 1; 0; alternate delegate to the Republican National Convention. Running for a spot on March 19 to be an alternate delegate to the convention.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-11-29 |
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