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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-09-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thryv | Grapevine | TX | 10/2014 | 01/2023 |
| Lincolnton/ Lincoln County Chamber Of Commerce | Lincolnton | NC | 04/2023 | 01/2024 |
| Bankers Life | Charlotte | NC | 10/2023 | 05/2024 |
| Paul Parker Insurance Agency | Lincolnton | NC | 07/2024 | Present |
| State Farm Vp Management Corp | Lincolnton | NC | 07/2024 | Present |
| State Farm Investment Management Corp | Lincolnton | NC | 09/2024 | Present |
1) Paul Parker's Insurance Agency; Investment-related; 1203 E Main St Lincolnton, NC 28092; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 6/17/2024; 80; 80; Service customers. 2) Lincolnton Lincoln County Chamber of Commerce; non-investment related; 101 E Main St, Lincolnton, NC 28092; Membership/Civic/Fraternal Organization; Board member; none; 01/15/2025; 2;0; Vote on investing in CD's or Money Market Accounts (bank products). 3) Water Street Center Association; non-investment related; 106 N Water Street; Wilmington, NC 28401; Association/Committee/Council; Board member; Treasurer; 01/03/2025; 2;0; Oversee property manager, Vote on investing in CD's or Money Market Accounts (bank products). 4) Cashiers Mountain Club HOA; Non-Investment Related; 82 Scotch Highlands Loop Sapphire, NC 28774; Association/Committee/Council; Board Member; None; 04/15/2025; 2; 2; Home Owners Association 5) MLG; Non-Investment Related; 2410 Ferncliff Rd Charlotte, NC 28211; Service Industry; Independent Contractor; None; 09/01/2026; 40; 40; Advisors consults
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-16 |
| S66 | Uniform Combined State Law Examination | 2002-01-26 |
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