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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
IL RA APPROVED 2025-09-30
IN RA APPROVED 2025-09-30
  • IL RA
    APPROVED
    Since 2025-09-30
  • IN RA
    APPROVED
    Since 2025-09-30

Branch Locations

515 E. 79Th Street, Chicago, IL 60619 • 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
Marguerita Morgan Insurance Agency Chicago IL 04/1998 Present
State Farm Vp Management Corp. Chicago IL 02/2012 Present
State Farm Investment Management Corp Chicago IL 08/2018 06/2019
State Farm Investment Management Corp Chicago IL 09/2025 Present
Other Businesses

1) Marguerita Morgan's Insurance Agency; Insurance Agency; Investment-related; 515 E 79th St Chicago, IL 60619-3001; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 04/01/1997; 80; 80; Service customers and supervise employees 2) Marguerita Morgon - Property #1 (personally held real estate); Investment Related; 11445 S PRAIRIE CHICAGO, IL 60628; Investment or Commercial Property; Director; President; 11/01/2026; 3; 0; Maintenance of the grounds

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-29
S63 Uniform Securities Agent State Law Examination 2001-01-30
  • S65 Uniform Investment Adviser Law Examination
    2025-09-29
  • S63 Uniform Securities Agent State Law Examination
    2001-01-30

View on SEC IAPD

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