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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-07-17 |
| TX | RA | APPROVED | 2025-07-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp | Cypress | TX | 12/2011 | Present |
| Jamie Morgan Insurance Agency | Cypress | TX | 12/2011 | Present |
| State Farm Investment Management Corp | Cypress | TX | 08/2018 | 06/2019 |
| State Farm Investment Management Corp | Cypress | TX | 07/2025 | Present |
1) James Morgan's Insurance Agency; Insurance Agency; Investment-related; 11422 Telge Rd Cypress, TX 77429-3392; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/2011; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-28 |
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