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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
FL RA APPROVED 2018-10-18
  • FL RA
    APPROVED
    Since 2018-10-18

Branch Locations

2067 Palmetto Street, Middleburg, FL 32068-5151 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • 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. Middleburg FL 01/1998 Present
Richard Morris Insurance Agency Middleburg FL 01/1984 Present
Richard Morris Insurance Agency Starke FL 11/2011 Present
State Farm Vp Management Corp. Starke FL 11/2011 Present
State Farm Investment Management Corp. Starke FL 08/2018 Present
State Farm Investment Management Corp. Middleburg FL 08/2018 Present
  • 01/1998 → Present
    State Farm Vp Management Corp.
    Middleburg, FL
  • 01/1984 → Present
    Richard Morris Insurance Agency
    Middleburg, FL
  • 11/2011 → Present
    Richard Morris Insurance Agency
    Starke, FL
  • 11/2011 → Present
    State Farm Vp Management Corp.
    Starke, FL
  • 08/2018 → Present
    Starke, FL
  • 08/2018 → Present
    Middleburg, FL
Other Businesses

1) Richard Morris's Insurance Agency; Insurance Agency; Investment-related; 2067 Palmetto St Middleburg, FL 32068-5151; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/1982; 80; 80; Service customers and supervise employees 2) RICHARD S MORRIS STORAGE LLC; Investment Related; 991 CLARENCE W MEADOWS MEM BLVD BECKLEY, WV 25801; Investment or Commercial Property; Owner; None; 12/01/2024; 1; 0; None

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-09-19
  • S65 Uniform Investment Adviser Law Examination
    2018-09-19

View on SEC IAPD

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