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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-08 |
| OH | RA | APPROVED | 2023-05-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp | Port Clinton | OH | 08/1998 | Present |
| Patricia Mccartney Insurance Agency | Port Clinton | OH | 08/1999 | Present |
| State Farm Investment Management Corp | Port Clinton | OH | 08/2018 | 05/2023 |
| State Farm Investment Management Corp | Port Clinton | OH | 05/2023 | Present |
1) Patricia McCartney's Insurance Agency; Insurance Agency; Investment-related; 315 Lincoln Dr Frnt Port Clinton, OH 43452-2083; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 08/01/1998; 80; 80; Service customers and supervise employees 2) Ottawa County Board of Elections; Non-investment-related; 8444 SR 163#101, Oak Harbor, OH 43449; Education; Board of Elections; Precinct Election Officer; 10/1/2015; 2; 0; Election Duties. 3) Ohio State Farm Agents & Associates PAC; Non-investment-related; 11413 Chester Rd., Sharonville, OH 45246; Association/Committee/Council; Board Member; Director; 3/1/2019; 2; 0; attend events to network with local government officials. 4) Short Attention Theater; non-investment-related; 2768 E State Rd Apt 12, Port Clinton, OH 43452; Small community theater; other; 04/01/2023; 10:0; no specific duties 5) Park District of Ottawa County Board of Park Commissioners; Non-investment-related; Ottawa County Courthouse 315 Madison St Port Clinton OH 43452; Association/Committee/Council; Board Member; None; 06/08/2023; 8; 4; Please note that the "financial decisions" involve the distribution of grants, not the investment of funds, Voting on park district policy, strategic planning and financial decisions. 6) Business Networking; non-investment-related; 570 McKinley Dr Port Clinton, OH 43452; Membership/Civic/Fraternal Organization; Officer; President; 1/3/2024; 8; 8; BNI is a referral networking organization. Members meet weekly for education and camaraderie and refer business amongst themselves. 7) State and Lincoln LLC; Investment-Related; 315 Lincoln Dr Port Clinton, OH 43452; Investment or Commercial Property; Partner/President; 08/24/2015; 8; 4; Commercial and residential real estate.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-09 |
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