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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-07-17 |
| IL | RA | APPROVED | 2019-07-12 |
Branch Locations
1030 Higgins Rd Ste 330, Park Ridge, IL 60068 • United States
Oro Valley, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royce Carlson Insurance Agency | Chicago | IL | 01/1995 | Present |
| State Farm Vp Management Corp. | Chicago | IL | 02/1998 | Present |
| State Farm Investment Management Corp | Chicago | IL | 08/2018 | Present |
1) AR TEAM INC; NON-INVESTMENT RELATED; FOUR SEAGATE SUITE 400 TOLEDO, OH,43604; OTHER; VICE PRESIDENT; 2 HR/MO; 0 HR/MO; REVIEW MAJOR MOBILE EQUIPMENT ACQUISITIONS, FUNDRAISING. 2) Royce Carlson Insurance Agency; Investment-related; 1030 W Higgins Ave Ste 330 Ridge, IL 60068; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/1995; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-11 |
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