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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
MT RA APPROVED 2024-07-15
  • MT RA
    APPROVED
    Since 2024-07-15

Branch Locations

403 Gallatin Frmrs Ave Ste 101, Belgrade, MT 59714 • 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
State Farm Vp Management Corp. Belgrade MT 04/2001 Present
Ty Elliot Insurance Agency Belgrade MT 01/2004 Present
State Farm Investment Management Corp Belgrade MT 08/2018 06/2019
State Farm Investment Management Corp Belgrade MT 07/2024 Present
Other Businesses

1) TRE LIMITED LIABILITY COMPANY; NON-INVESTMENT-RELATED; OFFICER SINCE 07/15/2006 LOCATED @ 150 RUDDYDUCK WAY, BELGRADE, MT 59714. Investment or Commercial Property; LCC FOR LAND PURCHASE. PRESIDENT AND SOLE PERSON IN THE LLC. IT'S A HOLDING COMPANY OF LAND PURCHASE. CAPACITY IS PRESIDENT OF THE LLC ONLY. 1 HOURS DEVOTED TO THIS BUSINESS DURING SECURITY HOURS. 0 DURING NON-SECURITY HOURS. 2) Belgrade Education Foundation, non-investment-related, 312 S Weaver Belgrade MT 59714, Association/Committee/Council; for scholarship program at the local high school, President, 09/15/2016, 3hr/mo. 0hr/mo., The phone number is incorrect. We don't have a listed phone number for the foundation 3) Ty Elliot's Insurance Agency; Insurance Agency; Investment-related; 403 Gallatin Frmrs Ave Ste 101 Belgrade, MT 59714-9142; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 04/01/2001; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-01
S63 Uniform Securities Agent State Law Examination 1998-05-19
  • S65 Uniform Investment Adviser Law Examination
    2024-07-01
  • S63 Uniform Securities Agent State Law Examination
    1998-05-19

View on SEC IAPD

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