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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 2024-12-06
WI RA APPROVED 2018-08-15
  • FL RA
    APPROVED
    Since 2024-12-06
  • WI RA
    APPROVED
    Since 2018-08-15

Branch Locations

16 W. Main St, Waupun, WI 53963 • United States

800 Park Avenue, Beaver Dam, WI 53916-2206 • 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. Beaver Dam WI 02/1998 Present
John Grey Insurance Agency Beaver Dam WI 08/1996 Present
State Farm Investment Management Corp Beaver Dam, WI 08/2009 12/2016
State Farm Investment Management Corp. Beaver Dam WI 08/2018 Present
John Grey Insurance Agency Waupun WI 09/2023 Present
State Farm Investment Management Corp. Waupun WI 09/2023 Present
State Farm Vp Management Corp. Waupun WI 09/2023 Present
John Grey Insurance Agency Sun Prairie WI 06/2025 02/2026
State Farm Vp Management Corp. Sun Prairie WI 06/2025 02/2026
State Farm Investment Management Corp. Sun Prairie WI 06/2025 02/2026
Previous Registrations
Other Businesses

1) John Grey's Insurance Agency; Insurance Agency; Investment-related; 800 Park Ave Beaver Dam, WI 53916-2206 and 16 W. Main St., Waupun WI, 53963; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 08/01/1994; 80; 80; Service customers and supervise employees. 2) Grey Properties, LLC; Investment-related; N7330 Crystal Ridge Dr., Beaver Dam, WI 53916; Investment or Commercial Property; Owner; Owner; 3/17/2013; 6; 0; cutting grass, basic work, handle finances for LLC.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-07-19
  • S63 Uniform Securities Agent State Law Examination
    2000-07-19
Designations

View on SEC IAPD

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