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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
NC RA APPROVED 2024-10-29
TX RA APPROVED_RES 2024-10-29
VA RA APPROVED 2020-06-15
MD RA APPROVED 2018-12-27
PA RA APPROVED 2018-12-27
  • NC RA
    APPROVED
    Since 2024-10-29
  • TX RA
    APPROVED_RES
    Since 2024-10-29
  • VA RA
    APPROVED
    Since 2020-06-15
  • MD RA
    APPROVED
    Since 2018-12-27
  • PA RA
    APPROVED
    Since 2018-12-27

Branch Locations

100 Tuscanny Dr Unit E, Frederick, MD 21702 • 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
Kathy Schultze Insurance Agency Frederick MD 06/1986 Present
State Farm Vp Management Corp. Frederick MD 01/1998 Present
State Farm Investment Management Corp Frederick MD 08/2018 Present
  • 06/1986 → Present
    Kathy Schultze Insurance Agency
    Frederick, MD
  • 01/1998 → Present
    State Farm Vp Management Corp.
    Frederick, MD
  • 08/2018 → Present
    Frederick, MD
Other Businesses

1) Kathy Schultze's Insurance Agency; Insurance Agency; Investment-related; 100 Tuscanny Dr Unit E Frederick, MD 21702-5958; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 06/01/1984; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-27
S63 Uniform Securities Agent State Law Examination 2014-08-06
  • S65 Uniform Investment Adviser Law Examination
    2018-12-27
  • S63 Uniform Securities Agent State Law Examination
    2014-08-06

View on SEC IAPD

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